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Lester Murray Antman dba SimplyRich

Q4 2024 Holdings

Filed 2025-01-29 | 216 holdings | $71.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Brookfield Asset Mgmt Fclass A(BAM)FGC113004105$3396,2590.0%
CMB Tech NV F(CMBT)FGOB38564108$34234,4420.0%
Sysco Corp(SYY)COM871829107$3524,6070.0%
CVS Health Corp(CVS)COM126650100$3628,0650.0%
Enbridge Inc F(ENB)FGC29250N105$3758,8420.0%
CRH Public Limited Co F(CRH)FGOG25508105$3774,0840.0%
Totalenergies SE Fsponsored ADR 1 ADR Reps 1 ORD SHS(TTEN)ADR89151E109$3817,0030.0%
Keysight Technologies in(KEYS)COM49338L103$3822,3820.0%
Vanguard Total World Stock Index AdmiralMFC922042619$3849,2390.0%
Archer-Daniels Midland C(ADM)COM039483102$3967,8390.0%
Spdr S&P 500 ETF IV(SPY)UIE78462F103$4066940.0%
United Parcel SVC Inc Class B(UPS)COM911312106$4083,2380.0%
Eletrobras ADR Fsponsored ADR 1 ADR Reps 1 ORD SHS(AXIA)ADR15234Q207$41672,8340.0%
Trip COM Group LTD Fsponsored ADR 1 ADR Reps 1 ORD SHS(CLV)ADR89677Q107$4246,1830.0%
Netease Inc Fsponsored ADR 1 ADR Reps 5 ORD SHS(NTES)ADR64110W102$4314,8380.0%
Deere & Co(DE)COM244199105$4331,0240.0%
Cardinal Health Inc(CAH)COM14149Y108$4373,7000.0%
Telefonica S A Fsponsored ADR 1 ADR Reps 1 ORD SHS(TELFY)ADR879382208$445110,7710.0%
Alcon Inc F(ALC)FGOH01301128$4475,2680.0%
Fomento Economico Mexi Fsponsored ADR 1 ADR Reps 10 ORD SHS(FMX)ADR344419106$4505,2670.0%
Nomura Hldgs Inc Fsponsored ADR 1 ADR Reps 1 ORD SHS(NMR)ADR65535H208$45478,4410.0%
Baidu Inc Fsponsored ADR 1 ADR Reps 8 ORD SHS(BIDUN)ADR056752108$4555,4080.0%
Agilent Technologies Inc(A)COM00846U101$4563,4000.0%
SUN Life Finl Inc F(SLF)FGC866796105$4577,7140.0%
Cheniere Energy Inc(LNG)COM16411R208$4592,1390.0%
Fabrinet F(FN)FGOG3323L100$4632,1080.0%
Komatsu LTD Fsponsored ADR 1 ADR Reps 1 ORD SHS(KMTUY)ADR500458401$48017,6000.0%
Everest Reinsurance GR F(EG)FGOG3223R108$4811,3280.0%
Reinsurance Group Amer I(RGA)COM759351604$4822,2570.0%
Allianz SE Funsponsored ADR 1 ADR Reps 0.1 ORD SHS(ALIZY)ADR018820100$48615,9290.0%
Texas Instrs Inc(TXN)COM882508104$4872,6020.0%
Ishares 1-3 Year Treasrybond ETF(SHY)UIE464287457$4916,0010.0%
Wisdomtree Intl Smallcp Dividend ETF(DLS)UIE97717W760$4947,8600.0%
Bridgestone Corp Fsponsored ADR 1 ADR Reps 0.5 ORD SHS(BRDCY)ADR108441205$51630,8000.0%
TC Energy Corp F(TRP)FGC87807B107$52111,2030.0%
RIO Tinto PLC Fsponsored ADR 1 ADR Reps 1 ORD SHS(RIO)ADR767204100$5248,9230.0%
Capital One Finl Corp(COF)COM14040H105$5242,9390.0%
Diageo PLC Fsponsored ADR 1 ADR Reps 4 ORD SHS(DGED)ADR25243Q205$5254,1370.0%
Amcor PLC F(AMCR)FGOG0250X107$54057,4500.0%
Qifu Technology Inc Funsponsored ADR 1 ADR Reps 2 ORD SHS(QFIN)ADR88557W101$54814,2880.0%
Dodge & COX Stock IMFC256219106$5532,1520.0%
Chunghwa Telecom Co LT Fsponsored ADR 1 ADR Reps 10 ORD SHS(CHT)ADR17133Q502$56014,8960.0%
Fidelity Inflation-Prot BD IndexMFB31635T104$56663,6880.0%
DR Reddys Labs LTD Fsponsored ADR 1 ADR Reps 1 ORD SHS(RDY)ADR256135203$59037,4230.0%
Haleon PLC Fsponsored ADR 1 ADR Reps 2 ORD SHS(HLN)ADR405552100$59662,5330.0%
Merck & Co. Inc.(MRK)COM58933Y105$6026,0590.0%
Vanguard Dividend Appreciation ETF(VIG)UIE921908844$6073,1020.0%
HSBC Hldgs PLC Fsponsored ADR 1 ADR Reps 5 ORD SHS(HBC2)ADR404280406$60912,3320.0%
Sony Group Corp Fsponsored ADR 1 ADR Reps 1 ORD SHS(SONY)ADR835699307$61429,0580.0%
AON PLC Fclass A(AON)FGOG0403H108$6141,7110.0%
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