Filed: 1/30/2023ACC: 0001725888-23-000001
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $251.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
170
Positions
$251.3K
Total AUM (reported)
3.75M
Total Shares
Allocation by class
COM$116.3K46.3%
ADR SPONSORED$31.4K12.5%
COM CL A$23.3K9.3%
MSCI USA MIN VOL FACTOR ETF$12.6K5.0%
MSCI EMERGING MARKETS MIN V$11.5K4.6%
MSCI EAFE MIN VOL FACTOR ETF$10.7K4.3%
GLOBAL REIT ETF$9.3K3.7%
Portfolio Concentration
Top 3$38.6K15.4%
4–10$54.7K21.8%
11–25$47.1K18.7%
Rest$110.9K44.1%
Top 3 weight
15.4%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 3.75M
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
3.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole170
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings170
Rows:
APPLE INC COM
SOLEShares111.87K
TypeSH
Market value$14.5K
5.78%
Sole
0.00
Shared
0.00
None
111.87K
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
SOLEShares174.91K
TypeSH
Market value$12.6K
5.02%
Sole
0.00
Shared
0.00
None
174.91K
ISHARES INC MSCI EMERGING MARKETS MIN V
SOLEShares216.38K
TypeSH
Market value$11.5K
4.57%
Sole
0.00
Shared
0.00
None
216.38K
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
SOLEShares168.74K
TypeSH
Market value$10.7K
4.27%
Sole
0.00
Shared
0.00
None
168.74K
ISHARES TRUST GLOBAL REIT ETF
SOLEShares411.14K
TypeSH
Market value$9.3K
3.72%
Sole
0.00
Shared
0.00
None
411.14K
ALPHABET INC COM CL C
SOLEShares100.70K
TypeSH
Market value$8.9K
3.56%
Sole
0.00
Shared
0.00
None
100.70K
UNITEDHEALTH GROUP INC COM
SOLEShares15.31K
TypeSH
Market value$8.1K
3.23%
Sole
0.00
Shared
0.00
None
15.31K
MICROSOFT CORP COM
SOLEShares26.51K
TypeSH
Market value$6.4K
2.53%
Sole
0.00
Shared
0.00
None
26.51K
NOVO NORDISK A/S ADR SPONSORED
SOLEShares42.56K
TypeSH
Market value$5.8K
2.29%
Sole
0.00
Shared
0.00
None
42.56K
ALPHABET INC COM CL A
SOLEShares61.78K
TypeSH
Market value$5.5K
2.17%
Sole
0.00
Shared
0.00
None
61.78K
HOME DEPOT INC COM
SOLEShares16.81K
TypeSH
Market value$5.3K
2.11%
Sole
0.00
Shared
0.00
None
16.81K
VISA INC COM CL A
SOLEShares23.72K
TypeSH
Market value$4.9K
1.96%
Sole
0.00
Shared
0.00
None
23.72K
CIGNA CORPORATION COM
SOLEShares12.54K
TypeSH
Market value$4.2K
1.65%
Sole
0.00
Shared
0.00
None
12.54K
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
SOLEShares26.11K
TypeSH
Market value$3.7K
1.47%
Sole
0.00
Shared
0.00
None
26.11K
ESTEE LAUDER COMPANIES INC COM CL A
SOLEShares14.62K
TypeSH
Market value$3.6K
1.44%
Sole
0.00
Shared
0.00
None
14.62K
ELEVANCE HEALTH INC COM
SOLEShares6.03K
TypeSH
Market value$3.1K
1.23%
Sole
0.00
Shared
0.00
None
6.03K
NIKE INC COM CL B
SOLEShares25.84K
TypeSH
Market value$3.0K
1.20%
Sole
0.00
Shared
0.00
None
25.84K
MCDONALD'S CORPORATION COM
SOLEShares10.29K
TypeSH
Market value$2.7K
1.08%
Sole
0.00
Shared
0.00
None
10.29K
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
SOLEShares35.26K
TypeSH
Market value$2.6K
1.04%
Sole
0.00
Shared
0.00
None
35.26K
CGI INC COM CL A
SOLEShares29.12K
TypeSH
Market value$2.5K
1.00%
Sole
0.00
Shared
0.00
None
29.12K
ARCHER-DANIELS-MIDLAND CO COM
SOLEShares26.34K
TypeSH
Market value$2.4K
0.97%
Sole
0.00
Shared
0.00
None
26.34K
AMGEN INC COM
SOLEShares9.17K
TypeSH
Market value$2.4K
0.96%
Sole
0.00
Shared
0.00
None
9.17K
BERKSHIRE HATHAWAY INC COM CL B
SOLEShares7.13K
TypeSH
Market value$2.2K
0.88%
Sole
0.00
Shared
0.00
None
7.13K
CANADIAN NATIONAL RAILWAYS CO COM
SOLEShares18.33K
TypeSH
Market value$2.2K
0.87%
Sole
0.00
Shared
0.00
None
18.33K
ACCENTURE PLC COM
SOLEShares8.09K
TypeSH
Market value$2.2K
0.86%
Sole
0.00
Shared
0.00
None
8.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 111.87K | SH | $14.5K 5.78% | 0.00 | 0.00 | 111.87K |
ISHARES TRUST MSCI USA MIN VOL FACTOR ETFSOLE | MSCI USA MIN VOL FACTOR ETF | 174.91K | SH | $12.6K 5.02% | 0.00 | 0.00 | 174.91K |
ISHARES INC MSCI EMERGING MARKETS MIN VSOLE | MSCI EMERGING MARKETS MIN V | 216.38K | SH | $11.5K 4.57% | 0.00 | 0.00 | 216.38K |
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFSOLE | MSCI EAFE MIN VOL FACTOR ETF | 168.74K | SH | $10.7K 4.27% | 0.00 | 0.00 | 168.74K |
ISHARES TRUST GLOBAL REIT ETFSOLE | GLOBAL REIT ETF | 411.14K | SH | $9.3K 3.72% | 0.00 | 0.00 | 411.14K |
ALPHABET INC COM CL CSOLE | COM CL C | 100.70K | SH | $8.9K 3.56% | 0.00 | 0.00 | 100.70K |
UNITEDHEALTH GROUP INC COMSOLE | COM | 15.31K | SH | $8.1K 3.23% | 0.00 | 0.00 | 15.31K |
MICROSOFT CORP COMSOLE | COM | 26.51K | SH | $6.4K 2.53% | 0.00 | 0.00 | 26.51K |
NOVO NORDISK A/S ADR SPONSOREDSOLE | ADR SPONSORED | 42.56K | SH | $5.8K 2.29% | 0.00 | 0.00 | 42.56K |
ALPHABET INC COM CL ASOLE | COM CL A | 61.78K | SH | $5.5K 2.17% | 0.00 | 0.00 | 61.78K |
HOME DEPOT INC COMSOLE | COM | 16.81K | SH | $5.3K 2.11% | 0.00 | 0.00 | 16.81K |
VISA INC COM CL ASOLE | COM CL A | 23.72K | SH | $4.9K 1.96% | 0.00 | 0.00 | 23.72K |
CIGNA CORPORATION COMSOLE | COM | 12.54K | SH | $4.2K 1.65% | 0.00 | 0.00 | 12.54K |
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFSOLE | S&P500 EQL WGT ETF | 26.11K | SH | $3.7K 1.47% | 0.00 | 0.00 | 26.11K |
ESTEE LAUDER COMPANIES INC COM CL ASOLE | COM CL A | 14.62K | SH | $3.6K 1.44% | 0.00 | 0.00 | 14.62K |
ELEVANCE HEALTH INC COMSOLE | COM | 6.03K | SH | $3.1K 1.23% | 0.00 | 0.00 | 6.03K |
NIKE INC COM CL BSOLE | COM CL B | 25.84K | SH | $3.0K 1.20% | 0.00 | 0.00 | 25.84K |
MCDONALD'S CORPORATION COMSOLE | COM | 10.29K | SH | $2.7K 1.08% | 0.00 | 0.00 | 10.29K |
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDSOLE | ADR SPONSORED | 35.26K | SH | $2.6K 1.04% | 0.00 | 0.00 | 35.26K |
CGI INC COM CL ASOLE | COM CL A | 29.12K | SH | $2.5K 1.00% | 0.00 | 0.00 | 29.12K |
ARCHER-DANIELS-MIDLAND CO COMSOLE | COM | 26.34K | SH | $2.4K 0.97% | 0.00 | 0.00 | 26.34K |
AMGEN INC COMSOLE | COM | 9.17K | SH | $2.4K 0.96% | 0.00 | 0.00 | 9.17K |
BERKSHIRE HATHAWAY INC COM CL BSOLE | COM CL B | 7.13K | SH | $2.2K 0.88% | 0.00 | 0.00 | 7.13K |
CANADIAN NATIONAL RAILWAYS CO COMSOLE | COM | 18.33K | SH | $2.2K 0.87% | 0.00 | 0.00 | 18.33K |
ACCENTURE PLC COMSOLE | COM | 8.09K | SH | $2.2K 0.86% | 0.00 | 0.00 | 8.09K |
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