Lester Murray Antman dba SimplyRich

Q2 2025 13F Holdings

  • Location
    carlsbad, CA
  • Num holdings

    214

  • Value ($000)

    $359

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0001725888
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$22.23K
6 %

108,370

USMV
USMV

ISHARES MSCI USA MIN VOLFCTR ETF

UIE
46429B697
$20.55K
6 %

218,975

GOOG
GOOG

ALPHABET INC CLASS C

COM
02079K107
$17.58K
5 %

99,122

EFAV
EFAV

ISHARES MSCI EAF MIN VOLFCT ETF

UIE
46429B689
$17.10K
5 %

203,456

EEMV
EEMV

ISHS MSCI EMERG MRKT MINVOL FCT ETF

UIE
464286533
$15.91K
4 %

253,407

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.03K
4 %

26,189

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
02079K305
$10.88K
3 %

61,747

V
V

VISA INC CLASS A

COM
92826C839
$8.36K
2 %

23,552

TSM
TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

ADR
874039100
$7.90K
2 %

34,895

NVO
NVO

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

ADR
670100205
$6.38K
2 %

92,403

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