Lester Murray Antman dba SimplyRich - Portfolio overview

Lester Murray Antman dba SimplyRich has 238 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC CLASS CLASS C, 7.08%
2. AAPL - APPLE INC, 7.05%
3. USMV - ISHARES MSCI USA MIN VOLFACTOR ETF, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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