Lester Murray Antman dba SimplyRich

Q4 2024 13F Holdings

  • Location
    carlsbad, CA
  • Num holdings

    216

  • Value ($000)

    $350

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$27.21K
8 %

108,654

GOOG
GOOG

ALPHABET INC CLASS C

COM
02079K107
$18.90K
5 %

99,225

USMV
USMV

ISHARES MSCI USA MIN VOLFCTR ETF

UIE
46429B697
$16.71K
5 %

188,264

EEMV
EEMV

ISHS MSCI EMERG MRKT MINVOL FCT ETF

UIE
464286533
$15.08K
4 %

260,123

EFAV
EFAV

ISHARES MSCI EAF MIN VOLFCT ETF

UIE
46429B689
$14.28K
4 %

201,949

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
02079K305
$11.69K
3 %

61,747

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.07K
3 %

26,274

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$7.67K
2 %

15,169

V
V

VISA INC CLASS A

COM
92826C839
$7.44K
2 %

23,552

NVO
NVO

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

ADR
670100205
$7.40K
2 %

86,079

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