Lester Murray Antman dba SimplyRich
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ALPHABET INC CLASS CLASS C | 0 | 95,336 | +95,336 | 0 | 27,348 | +27,348 |
| APPLE INC | 0 | 107,245 | +107,245 | 0 | 27,217 | +27,217 |
| ISHARES MSCI USA MIN VOLFACTOR ETF | 0 | 217,943 | +217,943 | 0 | 20,212 | +20,212 |
| ALPHABET INC CLASS CLASS A | 0 | 61,722 | +61,722 | 0 | 17,748 | +17,748 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 0 | 186,312 | +186,312 | 0 | 17,023 | +17,023 |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 0 | 222,435 | +222,435 | 0 | 14,398 | +14,398 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 0 | 34,816 | +34,816 | 0 | 11,766 | +11,766 |
| MICROSOFT CORP | 0 | 25,817 | +25,817 | 0 | 9,556 | +9,556 |
| VISA INC CLASS CLASS A | 0 | 23,551 | +23,551 | 0 | 7,118 | +7,118 |
| WALMART INC | 0 | 45,727 | +45,727 | 0 | 5,682 | +5,682 |
| HOME DEPOT INC | 0 | 16,938 | +16,938 | 0 | 5,570 | +5,570 |
| MICRON TECHNOLOGY INC | 0 | 15,900 | +15,900 | 0 | 5,371 | +5,371 |
| SOUTHERN COPPER CORP | 0 | 29,881 | +29,881 | 0 | 5,141 | +5,141 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 0 | 26,084 | +26,084 | 0 | 5,006 | +5,006 |
| MCKESSON CORP | 0 | 5,192 | +5,192 | 0 | 4,492 | +4,492 |
| UNITEDHEALTH GROUP INC | 0 | 15,101 | +15,101 | 0 | 4,086 | +4,086 |
| TJX COS INC NEW | 0 | 23,358 | +23,358 | 0 | 3,730 | +3,730 |
| BERKSHIRE HATHAWAY CLASS B | 0 | 7,259 | +7,259 | 0 | 3,478 | +3,478 |
| MCDONALDS CORP | 0 | 10,804 | +10,804 | 0 | 3,357 | +3,357 |
| THE CIGNA GROUP | 0 | 12,467 | +12,467 | 0 | 3,325 | +3,325 |
| ISHARES GLOBAL REIT ETF | 0 | 128,087 | +128,087 | 0 | 3,221 | +3,221 |
| AMGEN INC | 0 | 8,999 | +8,999 | 0 | 3,166 | +3,166 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 84,741 | +84,741 | 0 | 3,114 | +3,114 |
| RTX CORP | 0 | 14,216 | +14,216 | 0 | 2,742 | +2,742 |
| SHELL PLC FTENDER OFFER EXP: | 0 | 29,281 | +29,281 | 0 | 2,723 | +2,723 |
| CISCO SYS INC | 0 | 34,978 | +34,978 | 0 | 2,713 | +2,713 |
| NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 17,763 | +17,763 | 0 | 2,713 | +2,713 |
| MASTERCARD INC CLASS CLASS A | 0 | 5,162 | +5,162 | 0 | 2,579 | +2,579 |
| RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 74,173 | +74,173 | 0 | 2,458 | +2,458 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 1,830 | +1,830 | 0 | 2,417 | +2,417 |
| CME GROUP INC CLASS CLASS A | 0 | 8,161 | +8,161 | 0 | 2,410 | +2,410 |
| TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 0 | 67,415 | +67,415 | 0 | 2,333 | +2,333 |
| BROADCOM INC | 0 | 7,471 | +7,471 | 0 | 2,312 | +2,312 |
| VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 0 | 143,879 | +143,879 | 0 | 2,261 | +2,261 |
| IMPERIAL OIL LTD F | 0 | 17,166 | +17,166 | 0 | 2,245 | +2,245 |
| CHUBB LTD F | 0 | 6,862 | +6,862 | 0 | 2,236 | +2,236 |
| AMAZON.COM INC | 0 | 10,646 | +10,646 | 0 | 2,217 | +2,217 |
| FEDEX CORP | 0 | 6,100 | +6,100 | 0 | 2,172 | +2,172 |
| PACCAR INC | 0 | 18,359 | +18,359 | 0 | 2,120 | +2,120 |
| MOTOROLA SOLUTIONS INC | 0 | 4,845 | +4,845 | 0 | 2,102 | +2,102 |
| CGI INC FCLASS CLASS A | 0 | 28,633 | +28,633 | 0 | 2,093 | +2,093 |
| NORTHROP GRUMMAN CORP | 0 | 3,067 | +3,067 | 0 | 2,092 | +2,092 |
| RB GLOBAL INC F | 0 | 21,603 | +21,603 | 0 | 2,070 | +2,070 |
| COSTCO WHSL CORP NEW | 0 | 2,047 | +2,047 | 0 | 2,039 | +2,039 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 0 | 16,421 | +16,421 | 0 | 1,962 | +1,962 |
| ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 63,234 | +63,234 | 0 | 1,896 | +1,896 |
| TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | 0 | 9,168 | +9,168 | 0 | 1,889 | +1,889 |
| LOCKHEED MARTIN CORP | 0 | 3,126 | +3,126 | 0 | 1,889 | +1,889 |
| INTERCONTINENTAL EXCHANG | 0 | 11,895 | +11,895 | 0 | 1,870 | +1,870 |
| AFLAC INC | 0 | 16,468 | +16,468 | 0 | 1,806 | +1,806 |
| ASTRAZENECA PLC F | 0 | 9,047 | +9,047 | 0 | 1,784 | +1,784 |
| ELEVANCE HEALTH INC | 0 | 6,081 | +6,081 | 0 | 1,780 | +1,780 |
| FERRARI N V NEW F | 0 | 5,235 | +5,235 | 0 | 1,771 | +1,771 |
| EBAY INC | 0 | 19,220 | +19,220 | 0 | 1,749 | +1,749 |
| PNC FINL SERVICES | 0 | 8,255 | +8,255 | 0 | 1,717 | +1,717 |
| CANADIAN NATL RY CO F | 0 | 16,394 | +16,394 | 0 | 1,684 | +1,684 |
| JOHNSON CONTROLS INT F | 0 | 12,603 | +12,603 | 0 | 1,650 | +1,650 |
| COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 45,012 | +45,012 | 0 | 1,622 | +1,622 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 0 | 14,800 | +14,800 | 0 | 1,616 | +1,616 |
| ACCENTURE PLC IRELAND FCLASS CLASS A | 0 | 8,088 | +8,088 | 0 | 1,603 | +1,603 |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 28,072 | +28,072 | 0 | 1,599 | +1,599 |
| COMCAST CORP NEW CLASS A | 0 | 52,355 | +52,355 | 0 | 1,503 | +1,503 |
| TAKE-TWO INTERACTIVE SOF | 0 | 7,560 | +7,560 | 0 | 1,493 | +1,493 |
| ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 18,073 | +18,073 | 0 | 1,454 | +1,454 |
| BERKSHIRE HATHAWAY INC DCLASS A | 0 | 2 | +2 | 0 | 1,436 | +1,436 |
| BROOKFIELD CORP FCLASS A | 0 | 35,351 | +35,351 | 0 | 1,430 | +1,430 |
| CATERPILLAR INC | 0 | 1,996 | +1,996 | 0 | 1,414 | +1,414 |
| VANGUARD REAL ESTATE INDEX FUND ETF SHARES | 0 | 15,082 | +15,082 | 0 | 1,337 | +1,337 |
| NIKE INC CLASS CLASS B | 0 | 24,574 | +24,574 | 0 | 1,297 | +1,297 |
| ANGLOGOLD ASHANTI PLC F | 0 | 13,222 | +13,222 | 0 | 1,287 | +1,287 |
| SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 7,375 | +7,375 | 0 | 1,262 | +1,262 |
| GARMIN LTD F | 0 | 5,256 | +5,256 | 0 | 1,219 | +1,219 |
| ROCKET COMPANIES CLA A CLASS A | 0 | 84,447 | +84,447 | 0 | 1,203 | +1,203 |
| IBM CORP | 0 | 4,916 | +4,916 | 0 | 1,191 | +1,191 |
| NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 0 | 13,810 | +13,810 | 0 | 1,168 | +1,168 |
| ELBIT SYSTEMS LTD F | 0 | 1,351 | +1,351 | 0 | 1,147 | +1,147 |
| REPUBLIC SVCS INC | 0 | 5,215 | +5,215 | 0 | 1,142 | +1,142 |
| SEMPRA | 0 | 11,441 | +11,441 | 0 | 1,111 | +1,111 |
| ILLINOIS TOOL WKS INC | 0 | 4,267 | +4,267 | 0 | 1,110 | +1,110 |
| NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | 0 | 43,611 | +43,611 | 0 | 1,087 | +1,087 |
| STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | 0 | 23,237 | +23,237 | 0 | 1,063 | +1,063 |
| INVESCO S&P SMALLCAP 600PURE VALUE ETF | 0 | 8,363 | +8,363 | 0 | 1,040 | +1,040 |
| COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS | 0 | 10,590 | +10,590 | 0 | 1,033 | +1,033 |
| AUTOMATIC DATA PROCESSIN | 0 | 5,079 | +5,079 | 0 | 1,031 | +1,031 |
| HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 0 | 12,504 | +12,504 | 0 | 1,031 | +1,031 |
| DISNEY WALT CO | 0 | 10,567 | +10,567 | 0 | 1,018 | +1,018 |
| PROCTER & GAMBLE CO | 0 | 6,847 | +6,847 | 0 | 988 | +988 |
| MARSH & MCLENNAN COS INC | 0 | 5,653 | +5,653 | 0 | 980 | +980 |
| LYONDELLBASELL INDUSTR FCLASS A | 0 | 11,976 | +11,976 | 0 | 964 | +964 |
| THE COCA-COLA CO | 0 | 12,624 | +12,624 | 0 | 960 | +960 |
| UNION PAC CORP | 0 | 3,901 | +3,901 | 0 | 946 | +946 |
| AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS | 0 | 31,933 | +31,933 | 0 | 813 | +813 |
| PEPSICO INC | 0 | 5,176 | +5,176 | 0 | 803 | +803 |
| AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 70,179 | +70,179 | 0 | 791 | +791 |
| GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 17,305 | +17,305 | 0 | 785 | +785 |
| CARDINAL HEALTH INC | 0 | 3,700 | +3,700 | 0 | 781 | +781 |
| PAYPAL HLDGS INC | 0 | 17,270 | +17,270 | 0 | 781 | +781 |
| MONDELEZ INTL INC CLASS A | 0 | 13,380 | +13,380 | 0 | 771 | +771 |
| ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | 0 | 20,653 | +20,653 | 0 | 760 | +760 |
| BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 12,815 | +12,815 | 0 | 749 | +749 |