Lester Murray Antman dba SimplyRich
Q1 2025 13F Holdings
- Locationcarlsbad, CA
- Num holdings
214
- Value ($000)
$346
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001725888
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $24.11K | 7 % | 108,554 | ||
USMV ISHARES MSCI USA MIN VOLFCTR ETF | UIE | 46429B697 | $19.85K | 6 % | 211,915 | ||
EFAV ISHARES MSCI EAF MIN VOLFCT ETF | UIE | 46429B689 | $15.86K | 5 % | 203,486 | ||
GOOG ALPHABET INC CLASS C | COM | 02079K107 | $15.49K | 5 % | 99,177 | ||
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF | UIE | 464286533 | $15.02K | 4 % | 257,474 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.86K | 3 % | 26,262 | ||
GOOGL ALPHABET INC CLASS A | COM | 02079K305 | $9.55K | 3 % | 61,747 | ||
V VISA INC CLASS A | COM | 92826C839 | $8.25K | 2 % | 23,552 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $7.94K | 2 % | 15,169 | ||
HD HOME DEPOT INC | COM | 437076102 | $6.26K | 2 % | 17,071 |
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