LESTER MURRAY ANTMAN DBA SIMPLYRICH

PrivateCIK: 1725888

Location

CARLSBAD, CA

233

Positions

$390.9K

Total AUM (reported)

5.29M

Total Shares

Allocation by class

GOOG$27.3K7.0%

AAPL$27.2K7.0%

USMV$20.2K5.2%

GOOGL$17.7K4.5%

EFAV$17.0K4.4%

EEMV$14.4K3.7%

TSM$11.8K3.0%

Portfolio Concentration

Top 3$74.8K19.1%

4–10$83.3K21.3%

11–25$58.5K15.0%

Rest$174.3K44.6%

Top 3 weight

19.1%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 5.29M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.29M

% of voting shares100.0%

Investment Discretion (by position count)

Sole233

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings233

Rows:

ALPHABET INC CLASS CLASS C

SOLE

GOOG

Shares95.34K

TypeSH

Market value$27.3K

7.00%

Sole

0.00

Shared

0.00

None

95.34K

APPLE INC

SOLE

AAPL

Shares107.25K

TypeSH

Market value$27.2K

6.96%

Sole

0.00

Shared

0.00

None

107.25K

ISHARES MSCI USA MIN VOLFACTOR ETF

SOLE

USMV

Shares217.94K

TypeSH

Market value$20.2K

5.17%

Sole

0.00

Shared

0.00

None

217.94K

ALPHABET INC CLASS CLASS A

SOLE

GOOGL

Shares61.72K

TypeSH

Market value$17.7K

4.54%

Sole

0.00

Shared

0.00

None

61.72K

ISHARES MSCI EAFE MIN VOL FACTOR ETF

SOLE

EFAV

Shares186.31K

TypeSH

Market value$17.0K

4.35%

Sole

0.00

Shared

0.00

None

186.31K

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

SOLE

EEMV

Shares222.44K

TypeSH

Market value$14.4K

3.68%

Sole

0.00

Shared

0.00

None

222.44K

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

SOLE

TSM

Shares34.82K

TypeSH

Market value$11.8K

3.01%

Sole

0.00

Shared

0.00

None

34.82K

MICROSOFT CORP

SOLE

MSFT

Shares25.82K

TypeSH

Market value$9.6K

2.44%

Sole

0.00

Shared

0.00

None

25.82K

VISA INC CLASS CLASS A

SOLE

Shares23.55K

TypeSH

Market value$7.1K

1.82%

Sole

0.00

Shared

0.00

None

23.55K

WALMART INC

SOLE

WMT

Shares45.73K

TypeSH

Market value$5.7K

1.45%

Sole

0.00

Shared

0.00

None

45.73K

HOME DEPOT INC

SOLE

Shares16.94K

TypeSH

Market value$5.6K

1.42%

Sole

0.00

Shared

0.00

None

16.94K

MICRON TECHNOLOGY INC

SOLE

Shares15.90K

TypeSH

Market value$5.4K

1.37%

Sole

0.00

Shared

0.00

None

15.90K

SOUTHERN COPPER CORP

SOLE

SCCO

Shares29.88K

TypeSH

Market value$5.1K

1.32%

Sole

0.00

Shared

0.00

None

29.88K

INVESCO S&P 500 EQUAL WEIGHT ETF

SOLE

RSP

Shares26.08K

TypeSH

Market value$5.0K

1.28%

Sole

0.00

Shared

0.00

None

26.08K

MCKESSON CORP

SOLE

MCK

Shares5.19K

TypeSH

Market value$4.5K

1.15%

Sole

0.00

Shared

0.00

None

5.19K

UNITEDHEALTH GROUP INC

SOLE

UNH

Shares15.10K

TypeSH

Market value$4.1K

1.05%

Sole

0.00

Shared

0.00

None

15.10K

TJX COS INC NEW

SOLE

TJX

Shares23.36K

TypeSH

Market value$3.7K

0.95%

Sole

0.00

Shared

0.00

None

23.36K

BERKSHIRE HATHAWAY CLASS B

SOLE

BRKB

Shares7.26K

TypeSH

Market value$3.5K

0.89%

Sole

0.00

Shared

0.00

None

7.26K

MCDONALDS CORP

SOLE

MCD

Shares10.80K

TypeSH

Market value$3.4K

0.86%

Sole

0.00

Shared

0.00

None

10.80K

THE CIGNA GROUP

SOLE

Shares12.47K

TypeSH

Market value$3.3K

0.85%

Sole

0.00

Shared

0.00

None

12.47K

ISHARES GLOBAL REIT ETF

SOLE

REET

Shares128.09K

TypeSH

Market value$3.2K

0.82%

Sole

0.00

Shared

0.00

None

128.09K

AMGEN INC

SOLE

AMGN

Shares9K

TypeSH

Market value$3.2K

0.81%

Sole

0.00

Shared

0.00

None

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE

NVO

Shares84.74K

TypeSH

Market value$3.1K

0.80%

Sole

0.00

Shared

0.00

None

84.74K

RTX CORP

SOLE

RTX

Shares14.22K

TypeSH

Market value$2.7K

0.70%

Sole

0.00

Shared

0.00

None

14.22K

SHELL PLC FTENDER OFFER EXP:

SOLE

SHEL

Shares29.28K

TypeSH

Market value$2.7K

0.70%

Sole

0.00

Shared

0.00

None

29.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ALPHABET INC CLASS CLASS CSOLE	GOOG	95.34K	SH	$27.3K 7.00%	95.34K
APPLE INCSOLE	AAPL	107.25K	SH	$27.2K 6.96%	107.25K
ISHARES MSCI USA MIN VOLFACTOR ETFSOLE	USMV	217.94K	SH	$20.2K 5.17%	217.94K
ALPHABET INC CLASS CLASS ASOLE	GOOGL	61.72K	SH	$17.7K 4.54%	61.72K
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE	EFAV	186.31K	SH	$17.0K 4.35%	186.31K
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFSOLE	EEMV	222.44K	SH	$14.4K 3.68%	222.44K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE	TSM	34.82K	SH	$11.8K 3.01%	34.82K
MICROSOFT CORPSOLE	MSFT	25.82K	SH	$9.6K 2.44%	25.82K
VISA INC CLASS CLASS ASOLE	V	23.55K	SH	$7.1K 1.82%	23.55K
WALMART INCSOLE	WMT	45.73K	SH	$5.7K 1.45%	45.73K
HOME DEPOT INCSOLE	HD	16.94K	SH	$5.6K 1.42%	16.94K
MICRON TECHNOLOGY INCSOLE	MU	15.90K	SH	$5.4K 1.37%	15.90K
SOUTHERN COPPER CORPSOLE	SCCO	29.88K	SH	$5.1K 1.32%	29.88K
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE	RSP	26.08K	SH	$5.0K 1.28%	26.08K
MCKESSON CORPSOLE	MCK	5.19K	SH	$4.5K 1.15%	5.19K
UNITEDHEALTH GROUP INCSOLE	UNH	15.10K	SH	$4.1K 1.05%	15.10K
TJX COS INC NEWSOLE	TJX	23.36K	SH	$3.7K 0.95%	23.36K
BERKSHIRE HATHAWAY CLASS BSOLE	BRKB	7.26K	SH	$3.5K 0.89%	7.26K
MCDONALDS CORPSOLE	MCD	10.80K	SH	$3.4K 0.86%	10.80K
THE CIGNA GROUPSOLE	CI	12.47K	SH	$3.3K 0.85%	12.47K
ISHARES GLOBAL REIT ETFSOLE	REET	128.09K	SH	$3.2K 0.82%	128.09K
AMGEN INCSOLE	AMGN	9K	SH	$3.2K 0.81%	9K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE	NVO	84.74K	SH	$3.1K 0.80%	84.74K
RTX CORPSOLE	RTX	14.22K	SH	$2.7K 0.70%	14.22K
SHELL PLC FTENDER OFFER EXP:SOLE	SHEL	29.28K	SH	$2.7K 0.70%	29.28K

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