Filed: 11/1/2022ACC: 0001725888-22-000002
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $222.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$222.1K
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$104.5K47.0%
ADR SPONSORED$24.5K11.0%
COM CL A$22.0K9.9%
MSCI USA MIN VOL FACTOR ETF$11.8K5.3%
MSCI EMERGING MARKETS MIN V$11.1K5.0%
COM CL C$9.7K4.4%
MSCI EAFE MIN VOL FACTOR ETF$9.6K4.3%
Portfolio Concentration
Top 3$38.5K17.3%
4–10$52.4K23.6%
11–25$40.3K18.1%
Rest$90.9K40.9%
Top 3 weight
17.3%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole153
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings153
Rows:
APPLE INC COM
SOLEShares112.52K
TypeSH
Market value$15.6K
7.00%
Sole
0.00
Shared
0.00
None
112.52K
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
SOLEShares178.91K
TypeSH
Market value$11.8K
5.32%
Sole
0.00
Shared
0.00
None
178.91K
ISHARES INC MSCI EMERGING MARKETS MIN V
SOLEShares219.45K
TypeSH
Market value$11.1K
5.01%
Sole
0.00
Shared
0.00
None
219.45K
ALPHABET INC COM CL C
SOLEShares100.79K
TypeSH
Market value$9.7K
4.36%
Sole
0.00
Shared
0.00
None
100.79K
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
SOLEShares169.16K
TypeSH
Market value$9.6K
4.34%
Sole
0.00
Shared
0.00
None
169.16K
ISHARES TRUST GLOBAL REIT ETF
SOLEShares405.10K
TypeSH
Market value$8.6K
3.88%
Sole
0.00
Shared
0.00
None
405.10K
UNITEDHEALTH GROUP INC COM
SOLEShares15.31K
TypeSH
Market value$7.7K
3.48%
Sole
0.00
Shared
0.00
None
15.31K
MICROSOFT CORP COM
SOLEShares26.51K
TypeSH
Market value$6.2K
2.78%
Sole
0.00
Shared
0.00
None
26.51K
ALPHABET INC COM CL A
SOLEShares61.78K
TypeSH
Market value$5.9K
2.66%
Sole
0.00
Shared
0.00
None
61.78K
HOME DEPOT INC COM
SOLEShares16.82K
TypeSH
Market value$4.6K
2.09%
Sole
0.00
Shared
0.00
None
16.82K
NOVO NORDISK A/S ADR SPONSORED
SOLEShares42.57K
TypeSH
Market value$4.2K
1.91%
Sole
0.00
Shared
0.00
None
42.57K
VISA INC COM CL A
SOLEShares23.72K
TypeSH
Market value$4.2K
1.90%
Sole
0.00
Shared
0.00
None
23.72K
CIGNA CORPORATION COM
SOLEShares12.54K
TypeSH
Market value$3.5K
1.57%
Sole
0.00
Shared
0.00
None
12.54K
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
SOLEShares26.14K
TypeSH
Market value$3.3K
1.50%
Sole
0.00
Shared
0.00
None
26.14K
ESTEE LAUDER COMPANIES INC COM CL A
SOLEShares14.65K
TypeSH
Market value$3.2K
1.42%
Sole
0.00
Shared
0.00
None
14.65K
ELEVANCE HEALTH INC COM
SOLEShares6.03K
TypeSH
Market value$2.7K
1.23%
Sole
0.00
Shared
0.00
None
6.03K
MCDONALD'S CORPORATION COM
SOLEShares10.29K
TypeSH
Market value$2.4K
1.07%
Sole
0.00
Shared
0.00
None
10.29K
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
SOLEShares34.48K
TypeSH
Market value$2.4K
1.06%
Sole
0.00
Shared
0.00
None
34.48K
CGI INC COM CL A
SOLEShares29.07K
TypeSH
Market value$2.2K
0.98%
Sole
0.00
Shared
0.00
None
29.07K
NIKE INC COM CL B
SOLEShares25.84K
TypeSH
Market value$2.1K
0.97%
Sole
0.00
Shared
0.00
None
25.84K
ARCHER-DANIELS-MIDLAND CO COM
SOLEShares26.33K
TypeSH
Market value$2.1K
0.95%
Sole
0.00
Shared
0.00
None
26.33K
ACCENTURE PLC COM
SOLEShares8.09K
TypeSH
Market value$2.1K
0.94%
Sole
0.00
Shared
0.00
None
8.09K
AMGEN INC COM
SOLEShares9.17K
TypeSH
Market value$2.1K
0.93%
Sole
0.00
Shared
0.00
None
9.17K
BERKSHIRE HATHAWAY INC COM CL B
SOLEShares7.13K
TypeSH
Market value$1.9K
0.86%
Sole
0.00
Shared
0.00
None
7.13K
WALMART INC COM
SOLEShares14.59K
TypeSH
Market value$1.9K
0.85%
Sole
0.00
Shared
0.00
None
14.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 112.52K | SH | $15.6K 7.00% | 0.00 | 0.00 | 112.52K |
ISHARES TRUST MSCI USA MIN VOL FACTOR ETFSOLE | MSCI USA MIN VOL FACTOR ETF | 178.91K | SH | $11.8K 5.32% | 0.00 | 0.00 | 178.91K |
ISHARES INC MSCI EMERGING MARKETS MIN VSOLE | MSCI EMERGING MARKETS MIN V | 219.45K | SH | $11.1K 5.01% | 0.00 | 0.00 | 219.45K |
ALPHABET INC COM CL CSOLE | COM CL C | 100.79K | SH | $9.7K 4.36% | 0.00 | 0.00 | 100.79K |
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFSOLE | MSCI EAFE MIN VOL FACTOR ETF | 169.16K | SH | $9.6K 4.34% | 0.00 | 0.00 | 169.16K |
ISHARES TRUST GLOBAL REIT ETFSOLE | GLOBAL REIT ETF | 405.10K | SH | $8.6K 3.88% | 0.00 | 0.00 | 405.10K |
UNITEDHEALTH GROUP INC COMSOLE | COM | 15.31K | SH | $7.7K 3.48% | 0.00 | 0.00 | 15.31K |
MICROSOFT CORP COMSOLE | COM | 26.51K | SH | $6.2K 2.78% | 0.00 | 0.00 | 26.51K |
ALPHABET INC COM CL ASOLE | COM CL A | 61.78K | SH | $5.9K 2.66% | 0.00 | 0.00 | 61.78K |
HOME DEPOT INC COMSOLE | COM | 16.82K | SH | $4.6K 2.09% | 0.00 | 0.00 | 16.82K |
NOVO NORDISK A/S ADR SPONSOREDSOLE | ADR SPONSORED | 42.57K | SH | $4.2K 1.91% | 0.00 | 0.00 | 42.57K |
VISA INC COM CL ASOLE | COM CL A | 23.72K | SH | $4.2K 1.90% | 0.00 | 0.00 | 23.72K |
CIGNA CORPORATION COMSOLE | COM | 12.54K | SH | $3.5K 1.57% | 0.00 | 0.00 | 12.54K |
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFSOLE | S&P500 EQL WGT ETF | 26.14K | SH | $3.3K 1.50% | 0.00 | 0.00 | 26.14K |
ESTEE LAUDER COMPANIES INC COM CL ASOLE | COM CL A | 14.65K | SH | $3.2K 1.42% | 0.00 | 0.00 | 14.65K |
ELEVANCE HEALTH INC COMSOLE | COM | 6.03K | SH | $2.7K 1.23% | 0.00 | 0.00 | 6.03K |
MCDONALD'S CORPORATION COMSOLE | COM | 10.29K | SH | $2.4K 1.07% | 0.00 | 0.00 | 10.29K |
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDSOLE | ADR SPONSORED | 34.48K | SH | $2.4K 1.06% | 0.00 | 0.00 | 34.48K |
CGI INC COM CL ASOLE | COM CL A | 29.07K | SH | $2.2K 0.98% | 0.00 | 0.00 | 29.07K |
NIKE INC COM CL BSOLE | COM CL B | 25.84K | SH | $2.1K 0.97% | 0.00 | 0.00 | 25.84K |
ARCHER-DANIELS-MIDLAND CO COMSOLE | COM | 26.33K | SH | $2.1K 0.95% | 0.00 | 0.00 | 26.33K |
ACCENTURE PLC COMSOLE | COM | 8.09K | SH | $2.1K 0.94% | 0.00 | 0.00 | 8.09K |
AMGEN INC COMSOLE | COM | 9.17K | SH | $2.1K 0.93% | 0.00 | 0.00 | 9.17K |
BERKSHIRE HATHAWAY INC COM CL BSOLE | COM CL B | 7.13K | SH | $1.9K 0.86% | 0.00 | 0.00 | 7.13K |
WALMART INC COMSOLE | COM | 14.59K | SH | $1.9K 0.85% | 0.00 | 0.00 | 14.59K |
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