Lester Murray Antman dba SimplyRich Diversified Active

CIK: 0001725888 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value ($000): $359 (100.0% shares, 0.0% debt)

Holdings (214)

AAPL APPLE INC 6.2%
Value ($000) $22 Shares 108,370 Est. Cost $89.19 Unrealized +125.8%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 5.7%
Value ($000) $21 Shares 218,975 Est. Cost $0.08 Unrealized
GOOG ALPHABET INC CLASS C 4.9%
Value ($000) $18 Shares 99,122 Est. Cost $108.11 Unrealized +52.5%
EFAV ISHARES MSCI EAF MIN VOLFCT ETF 4.8%
Value ($000) $17 Shares 203,456 Est. Cost $0.07 Unrealized
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 4.4%
Value ($000) $16 Shares 253,407 Est. Cost $0.06 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $13 Shares 26,189 Est. Cost $75.26 Unrealized +474.5%
GOOGL ALPHABET INC CLASS A 3.0%
Value ($000) $11 Shares 61,747 Est. Cost $107.43 Unrealized +52.0%
V VISA INC CLASS A 2.3%
Value ($000) $8 Shares 23,552 Est. Cost $104.38 Unrealized +232.4%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 2.2%
Value ($000) $8 Shares 34,895 Est. Cost $39.80 Unrealized
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.8%
Value ($000) $6 Shares 92,403 Est. Cost $24.80 Unrealized
HD HOME DEPOT INC 1.7%
Value ($000) $6 Shares 17,071 Est. Cost $144.36 Unrealized +146.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.3%
Value ($000) $5 Shares 26,084 Est. Cost $0.16 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $5 Shares 15,114 Est. Cost $186.06 Unrealized +101.5%
WMT WALMART INC 1.2%
Value ($000) $4 Shares 45,792 Est. Cost $47.14 Unrealized +101.0%
RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.2%
Value ($000) $4 Shares 81,000 Est. Cost $20.58 Unrealized
REET ISHARES GLOBAL REIT ETF 1.2%
Value ($000) $4 Shares 169,422 Est. Cost $0.02 Unrealized
CI THE CIGNA GROUP 1.2%
Value ($000) $4 Shares 12,504 Est. Cost $229.72 Unrealized +38.4%
MCK MCKESSON CORP 1.1%
Value ($000) $4 Shares 5,191 Est. Cost $132.69 Unrealized +430.4%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.0%
Value ($000) $4 Shares 7,278 Est. Cost $212.09 Unrealized +139.5%
MCD MCDONALDS CORP 0.9%
Value ($000) $3 Shares 10,853 Est. Cost $147.96 Unrealized +105.2%
GIB CGI INC FCLASS A 0.9%
Value ($000) $3 Shares 29,532 Est. Cost $89.29 Unrealized +17.7%
MA MASTERCARD INC CLASS A 0.8%
Value ($000) $3 Shares 5,162 Est. Cost $241.35 Unrealized +128.5%
SCCO SOUTHERN COPPER CORP 0.8%
Value ($000) $3 Shares 28,637 Est. Cost $27.75 Unrealized +213.7%
TJX TJX COS INC NEW 0.8%
Value ($000) $3 Shares 23,358 Est. Cost $39.14 Unrealized +221.6%
RACE FERRARI N V NEW F 0.7%
Value ($000) $3 Shares 5,335 Est. Cost $208.81 Unrealized +122.5%
AMGN AMGEN INC 0.7%
Value ($000) $3 Shares 9,027 Est. Cost $147.77 Unrealized +88.0%
AMZN AMAZON.COM INC 0.7%
Value ($000) $2 Shares 11,280 Est. Cost $123.53 Unrealized +60.2%
CSCO CISCO SYS INC 0.7%
Value ($000) $2 Shares 35,166 Est. Cost $30.88 Unrealized +95.6%
ACN ACCENTURE PLC IRELAND FCLASS A 0.7%
Value ($000) $2 Shares 8,088 Est. Cost $163.68 Unrealized +85.0%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $2 Shares 6,161 Est. Cost $261.35 Unrealized +51.8%
CME CME GROUP INC CLASS A 0.6%
Value ($000) $2 Shares 8,172 Est. Cost $160.17 Unrealized +67.6%
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 7,375 Est. Cost $138.64 Unrealized
RBA RB GLOBAL INC F 0.6%
Value ($000) $2 Shares 20,839 Est. Cost $56.38 Unrealized +81.8%
VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.6%
Value ($000) $2 Shares 146,068 Est. Cost $1.93 Unrealized
ICE INTERCONTINENTAL EXCHANG 0.6%
Value ($000) $2 Shares 11,895 Est. Cost $62.09 Unrealized +174.6%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $2 Shares 5,155 Est. Cost $156.15 Unrealized +165.8%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 17,776 Est. Cost $67.14 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2 Shares 2,127 Est. Cost $349.00 Unrealized +183.9%
RTX RTX CORP 0.6%
Value ($000) $2 Shares 14,216 Est. Cost $54.61 Unrealized +141.3%
SHEL SHELL PLC FTENDER OFFER EXP: 0.6%
Value ($000) $2 Shares 29,344 Est. Cost $42.55 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2 Shares 7,486 Est. Cost $145.18 Unrealized +48.7%
CB CHUBB LTD F 0.6%
Value ($000) $2 Shares 6,949 Est. Cost $143.67 Unrealized +99.7%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $2 Shares 15,900 Est. Cost $42.03 Unrealized +121.8%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $2 Shares 31,531 Est. Cost $50.08 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.5%
Value ($000) $2 Shares 6,152 Est. Cost $157.30 Unrealized +92.2%
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF 0.5%
Value ($000) $2 Shares 15,985 Est. Cost $0.10 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.5%
Value ($000) $2 Shares 52,358 Est. Cost $30.87 Unrealized +9.8%
CNI CANADIAN NATL RY CO F 0.5%
Value ($000) $2 Shares 17,942 Est. Cost $76.58 Unrealized +31.4%
TTWO TAKE-TWO INTERACTIVE SOF 0.5%
Value ($000) $2 Shares 7,560 Est. Cost $127.28 Unrealized +77.0%
AFL AFLAC INC 0.5%
Value ($000) $2 Shares 16,693 Est. Cost $48.63 Unrealized +113.1%
NKE NIKE INC CLASS B 0.5%
Value ($000) $2 Shares 24,740 Est. Cost $51.78 Unrealized +14.1%
PCAR PACCAR INC 0.5%
Value ($000) $2 Shares 17,966 Est. Cost $50.66 Unrealized +78.6%
TGS TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.5%
Value ($000) $2 Shares 64,518 Est. Cost $5.65 Unrealized
FISV FISERV INC 0.5%
Value ($000) $2 Shares 9,418 Est. Cost $87.63 Unrealized +107.0%
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.4%
Value ($000) $2 Shares 9,247 Est. Cost $113.80 Unrealized
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.4%
Value ($000) $2 Shares 14,800 Est. Cost $0.15 Unrealized
PNC PNC FINL SERVICES 0.4%
Value ($000) $2 Shares 8,255 Est. Cost $104.11 Unrealized +59.4%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $2 Shares 3,067 Est. Cost $267.26 Unrealized +81.9%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $2 Shares 1,903 Est. Cost $230.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1 Shares 3,195 Est. Cost $349.18 Unrealized +31.5%
BN BROOKFIELD CORP FCLASS A 0.4%
Value ($000) $1 Shares 23,569 Est. Cost $21.90 Unrealized +68.5%
BRK/A BERKSHIRE HATHAWAY INC DCLASS A 0.4%
Value ($000) $1 Shares 2 Est. Cost $729330.75 Unrealized +4.5%
IBM IBM CORP 0.4%
Value ($000) $1 Shares 4,942 Est. Cost $130.79 Unrealized +94.1%
EBAY EBAY INC 0.4%
Value ($000) $1 Shares 19,220 Est. Cost $33.03 Unrealized +112.6%
TRI THOMSON REUTERS CORP F 0.4%
Value ($000) $1 Shares 7,074 Est. Cost $122.38 Unrealized +50.6%
FDX FEDEX CORP 0.4%
Value ($000) $1 Shares 6,100 Est. Cost $154.86 Unrealized +39.0%
IMO IMPERIAL OIL LTD F 0.4%
Value ($000) $1 Shares 17,266 Est. Cost $12.85 Unrealized +446.7%
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $1 Shares 15,344 Est. Cost $0.09 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1 Shares 18,370 Est. Cost $72.14 Unrealized -5.3%
JCI JOHNSON CONTROLS INT F 0.4%
Value ($000) $1 Shares 12,603 Est. Cost $27.45 Unrealized +234.3%
DIS DISNEY WALT CO 0.4%
Value ($000) $1 Shares 10,567 Est. Cost $98.00 Unrealized +4.9%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1 Shares 5,215 Est. Cost $75.48 Unrealized +224.8%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1 Shares 5,871 Est. Cost $98.97 Unrealized +125.5%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.3%
Value ($000) $1 Shares 17,862 Est. Cost $39.37 Unrealized
NTTYY NIPPON TELEG & TEL COR FSPONSORED ADR 1 ADR REPS 25 ORD SHS 0.3%
Value ($000) $1 Shares 43,611 Est. Cost $0.03 Unrealized
MR COOPER GROUP INC 0.3%
Value ($000) $1 Shares 7,677 Est. Cost $31.03 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.3%
Value ($000) $1 Shares 16,871 Est. Cost $40.67 Unrealized +60.1%
GRMN GARMIN LTD F 0.3%
Value ($000) $1 Shares 5,339 Est. Cost $123.39 Unrealized +58.9%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1 Shares 6,854 Est. Cost $91.16 Unrealized +76.4%
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 18,073 Est. Cost $0.06 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1 Shares 4,267 Est. Cost $128.58 Unrealized +84.4%
KOF COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.3%
Value ($000) $1 Shares 10,765 Est. Cost $54.82 Unrealized
IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 45,636 Est. Cost $8.54 Unrealized
RWO SPDR DOW JONES GLOB REALEST ETF 0.3%
Value ($000) $1 Shares 23,237 Est. Cost $0.04 Unrealized
NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $1 Shares 12,905 Est. Cost $17.30 Unrealized
WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 303,074 Est. Cost $0.00 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1 Shares 4,113 Est. Cost $49.16 Unrealized +227.1%
RZV INVSC SP SMALLCAP 600 PURE VALUE ETF 0.2%
Value ($000) $1 Shares 8,567 Est. Cost $0.11 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1 Shares 3,901 Est. Cost $148.34 Unrealized +47.3%
KO THE COCA-COLA CO 0.2%
Value ($000) $1 Shares 12,566 Est. Cost $40.63 Unrealized +71.8%
SRE SEMPRA 0.2%
Value ($000) $1 Shares 11,410 Est. Cost $61.69 Unrealized +17.7%
CHKP CHECK POINT SOFTWARE T F 0.2%
Value ($000) $1 Shares 3,680 Est. Cost $126.80 Unrealized +73.5%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $1 Shares 1,059 Est. Cost $169.12 Unrealized +264.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 1,996 Est. Cost $177.70 Unrealized +86.2%
LIN LINDE PLC F 0.2%
Value ($000) $1 Shares 1,612 Est. Cost $371.03 Unrealized +21.9%
SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 29,067 Est. Cost $0.03 Unrealized
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 12,336 Est. Cost $0.04 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 3,178 Est. Cost $129.32 Unrealized +77.6%
BVN COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 44,105 Est. Cost $0.02 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1 Shares 3,375 Est. Cost $77.02 Unrealized +140.2%
PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 47,975 Est. Cost $0.01 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1 Shares 10,316 Est. Cost $56.96 Unrealized +12.7%
ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.2%
Value ($000) $1 Shares 21,634 Est. Cost $0.03 Unrealized
LYB LYONDELLBASELL INDUSTR FCLASS A 0.2%
Value ($000) $1 Shares 12,129 Est. Cost $63.47 Unrealized -14.3%
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 5,281 Est. Cost $104.74 Unrealized +25.1%
CHT CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.2%
Value ($000) $1 Shares 14,902 Est. Cost $23.24 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1 Shares 5,008 Est. Cost $57.46 Unrealized +97.6%
INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 35,865 Est. Cost $7.21 Unrealized
NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 4,933 Est. Cost $0.09 Unrealized
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $1 Shares 63,266 Est. Cost $0.01 Unrealized
T AT&T INC 0.2%
Value ($000) $1 Shares 22,456 Est. Cost $21.16 Unrealized +27.4%
ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.2%
Value ($000) $1 Shares 15,929 Est. Cost $0.03 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1 Shares 3,102 Est. Cost $0.17 Unrealized
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.2%
Value ($000) $1 Shares 627,986 Est. Cost $0.00 Unrealized
BRDCY BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value ($000) $1 Shares 30,800 Est. Cost $0.02 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $1 Shares 3,700 Est. Cost $59.26 Unrealized +148.3%
LOGI LOGITECH INTERNTNL S F 0.2%
Value ($000) $1 Shares 6,873 Est. Cost $63.21 Unrealized +26.5%
QFIN QIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $1 Shares 14,288 Est. Cost $0.03 Unrealized
WTW WILLIS TOWERS WATSON P F 0.2%
Value ($000) $1 Shares 2,015 Est. Cost $197.15 Unrealized +56.0%
AU ANGLOGOLD ASHANTI PLC F 0.2%
Value ($000) $1 Shares 13,541 Est. Cost $22.43 Unrealized +86.8%
AON AON PLC FCLASS A 0.2%
Value ($000) $1 Shares 1,711 Est. Cost $236.31 Unrealized +52.9%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $1 Shares 5,259 Est. Cost $0.10 Unrealized
VZ VERIZON COMMUNICATIONS I 0.2%
Value ($000) $1 Shares 13,777 Est. Cost $40.23 Unrealized +4.0%
DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF 0.2%
Value ($000) $1 Shares 7,896 Est. Cost $0.06 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $1 Shares 4,595 Est. Cost $45.81 Unrealized +167.0%
FIPDX FIDELITY INFLATION-PROT BD INDEX 0.2%
Value ($000) $1 Shares 63,688 Est. Cost $0.01 Unrealized
DODGX DODGE & COX STOCK I 0.2%
Value ($000) $1 Shares 2,152 Est. Cost $0.27 Unrealized
KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 17,600 Est. Cost $0.03 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.2%
Value ($000) $1 Shares 3,854 Est. Cost $0.14 Unrealized
JANX JANUX THERAPEUTICS INC 0.2%
Value ($000) $1 Shares 24,315 Est. Cost $42.70 Unrealized -38.3%
FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.2%
Value ($000) $1 Shares 5,324 Est. Cost $0.10 Unrealized
TRP TC ENERGY CORP F 0.2%
Value ($000) $1 Shares 11,160 Est. Cost $41.31 Unrealized +17.3%
SLF SUN LIFE FINL INC F 0.1%
Value ($000) $1 Shares 7,966 Est. Cost $48.02 Unrealized +27.7%
DE DEERE & CO 0.1%
Value ($000) $1 Shares 1,039 Est. Cost $374.11 Unrealized +29.6%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1 Shares 2,155 Est. Cost $188.01 Unrealized +23.2%
ENB ENBRIDGE INC F 0.1%
Value ($000) $1 Shares 11,552 Est. Cost $37.10 Unrealized +18.0%
AXIA ELETROBRAS ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 70,179 Est. Cost $8.65 Unrealized
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 99,707 Est. Cost $0.00 Unrealized
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 11,027 Est. Cost $0.04 Unrealized
TME TENCENT MUSIC ENTMT GR F 0.1%
Value ($000) $1 Shares 25,996 Est. Cost $0.01 Unrealized
TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $1 Shares 32,520 Est. Cost $0.01 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 135 Est. Cost $1890.40 Unrealized +95.0%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $0 Shares 5,829 Est. Cost $0.08 Unrealized
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 5,623 Est. Cost $0.09 Unrealized
AMCOR PLC F 0.1%
Value ($000) $0 Shares 52,188 Est. Cost $8.70 Unrealized +5.2%
NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 72,942 Est. Cost $0.01 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $0 Shares 6,059 Est. Cost $72.29 Unrealized +7.1%
TGT TARGET CORP EQUITY CLASS EQUITY 0.1%
Value ($000) $0 Shares 4,726 Est. Cost $74.87 Unrealized +24.6%
ALC ALCON INC F 0.1%
Value ($000) $0 Shares 5,268 Est. Cost $67.72 Unrealized +32.2%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 7,538 Est. Cost $0.06 Unrealized
ESLT ELBIT SYSTEMS LTD F 0.1%
Value ($000) $0 Shares 1,026 Est. Cost $403.82 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,427 Est. Cost $60.35 Unrealized +177.3%
FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 45,503 Est. Cost $0.01 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $0 Shares 694 Est. Cost $0.47 Unrealized
SBS COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 19,194 Est. Cost $0.02 Unrealized
VTWAX VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL 0.1%
Value ($000) $0 Shares 9,239 Est. Cost $0.04 Unrealized
RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 28,004 Est. Cost $0.03 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $0 Shares 4,510 Est. Cost $42.34 Unrealized +96.4%
GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 17,056 Est. Cost $0.02 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,400 Est. Cost $85.78 Unrealized +28.7%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $0 Shares 2,103 Est. Cost $146.27 Unrealized +17.7%
WPM WHEATON PRECIOUS METAL F 0.1%
Value ($000) $0 Shares 4,201 Est. Cost $52.89 Unrealized +59.0%
DBP INVESCO DB PRECIOUS METALS FUND 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.05 Unrealized
CRH CRH PUBLIC LIMITED CO F 0.1%
Value ($000) $0 Shares 4,084 Est. Cost $74.71 Unrealized +21.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 6,342 Est. Cost $45.74 Unrealized +22.3%
TEL TE CONNECTIVITY PLC F 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $146.90 Unrealized +2.7%
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $0 Shares 2,247 Est. Cost $123.98 Unrealized +22.9%
TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 6,183 Est. Cost $0.04 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 4,005 Est. Cost $88.82 Unrealized +2.7%
FTNT FORTINET INC 0.1%
Value ($000) $0 Shares 3,392 Est. Cost $88.94 Unrealized +13.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $147.01 Unrealized +85.3%
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 4,607 Est. Cost $59.55 Unrealized +19.4%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.1%
Value ($000) $0 Shares 6,259 Est. Cost $32.12 Unrealized +63.7%
BASFY BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.1%
Value ($000) $0 Shares 27,200 Est. Cost $0.01 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $0.19 Unrealized
FSKAX FIDELITY TOTAL MARKET INDEX 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $0.16 Unrealized
PBR/A PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $0 Shares 27,813 Est. Cost $0.01 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $0 Shares 55 Est. Cost $3654.84 Unrealized +39.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,532 Est. Cost $169.49 Unrealized +2.8%
LRCX LAM RESH CORP 0.1%
Value ($000) $0 Shares 3,240 Est. Cost $74.98 Unrealized +5.2%
VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $0 Shares 29,448 Est. Cost $0.01 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $0 Shares 3,102 Est. Cost $0.10 Unrealized
CMBT CMB TECH NV F 0.1%
Value ($000) $0 Shares 34,206 Est. Cost $5.47 Unrealized +66.8%
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.1%
Value ($000) $0 Shares 2,907 Est. Cost $0.10 Unrealized
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 2,837 Est. Cost $0.12 Unrealized
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $0 Shares 1,003 Est. Cost $167.04 Unrealized +72.1%
PDD PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $0 Shares 2,805 Est. Cost $0.11 Unrealized
KELLANOVA 0.1%
Value ($000) $0 Shares 3,643 Est. Cost $69.09 Unrealized +16.0%
FOX FOX CORP CLASS B 0.1%
Value ($000) $0 Shares 5,539 Est. Cost $41.78 Unrealized +15.9%
SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS 0.1%
Value ($000) $0 Shares 12,130 Est. Cost $0.02 Unrealized
FHN FIRST HORIZON CORP 0.1%
Value ($000) $0 Shares 13,212 Est. Cost $15.42 Unrealized +21.3%
INTC INTEL CORP 0.1%
Value ($000) $0 Shares 12,431 Est. Cost $37.11 Unrealized -44.2%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $0 Shares 2,247 Est. Cost $96.08 Unrealized +5.5%
FBGRX FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $0 Shares 1,156 Est. Cost $0.21 Unrealized
BALL BALL CORP 0.1%
Value ($000) $0 Shares 4,759 Est. Cost $51.70 Unrealized 0.0%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 36,345 Est. Cost $0.01 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $139.01 Unrealized -1.4%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $0 Shares 2,455 Est. Cost $64.89 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 4,680 Est. Cost $54.89 Unrealized -7.9%
B BARRICK MNG CORP F 0.1%
Value ($000) $0 Shares 11,843 Est. Cost $19.29 Unrealized 0.0%
DODWX DODGE & COX GLOBAL STOCK I 0.1%
Value ($000) $0 Shares 15,332 Est. Cost $0.02 Unrealized
CRBG COREBRIDGE FINL INC 0.1%
Value ($000) $0 Shares 6,744 Est. Cost $29.81 Unrealized +2.1%
VRSK VERISK ANALYTICS INC CLASS A 0.1%
Value ($000) $0 Shares 761 Est. Cost $242.43 Unrealized +24.4%
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 3,397 Est. Cost $0.07 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $0 Shares 2,458 Est. Cost $83.96 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $0 Shares 1,174 Est. Cost $165.18 Unrealized +12.5%
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 703 Est. Cost $271.90 Unrealized +15.0%
VICI VICI PPTYS INC REIT 0.1%
Value ($000) $0 Shares 6,646 Est. Cost $29.16 Unrealized +4.7%
AMX AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS 0.1%
Value ($000) $0 Shares 11,666 Est. Cost $0.02 Unrealized
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.1%
Value ($000) $0 Shares 9,064 Est. Cost $31.06 Unrealized -30.7%
SUZ SUZANO S A ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 21,755 Est. Cost $0.01 Unrealized
VMNVX VANGUARD GLOBAL MINIMUM VOLATILITY ADMR 0.1%
Value ($000) $0 Shares 6,132 Est. Cost $0.03 Unrealized
BEKE KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.1%
Value ($000) $0 Shares 11,302 Est. Cost $0.02 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $0 Shares 400 Est. Cost $461.00 Unrealized 0.0%