Lester Murray Antman dba SimplyRich Diversified Active

CIK: 0001725888 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 18, 2024

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

Holdings (221)

AAPL APPLE INC 7.1%
Value ($000) $26 Shares 110,006 Est. Cost $89.19 Unrealized +148.8%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 4.8%
Value ($000) $17 Shares 189,595 Est. Cost $0.08 Unrealized
GOOG ALPHABET INC CLASS C 4.6%
Value ($000) $17 Shares 99,658 Est. Cost $108.11 Unrealized +55.6%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 4.4%
Value ($000) $16 Shares 250,878 Est. Cost $0.06 Unrealized
EFAV ISHARES MSCI EAF MIN VOLFCT ETF 4.2%
Value ($000) $15 Shares 196,340 Est. Cost $0.07 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $11 Shares 26,299 Est. Cost $75.26 Unrealized +462.2%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 2.9%
Value ($000) $10 Shares 86,194 Est. Cost $26.45 Unrealized
GOOGL ALPHABET INC CLASS A 2.9%
Value ($000) $10 Shares 61,780 Est. Cost $107.43 Unrealized +55.2%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $9 Shares 15,305 Est. Cost $186.06 Unrealized +194.7%
REET ISHS TRUST-GLO.R ETF 2.1%
Value ($000) $8 Shares 281,334 Est. Cost $0.02 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $7 Shares 17,071 Est. Cost $144.36 Unrealized +144.3%
V VISA INC CLASS A 1.8%
Value ($000) $6 Shares 23,572 Est. Cost $104.38 Unrealized +156.5%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 1.7%
Value ($000) $6 Shares 34,927 Est. Cost $39.80 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 1.3%
Value ($000) $5 Shares 26,044 Est. Cost $0.16 Unrealized
CI THE CIGNA GROUP 1.2%
Value ($000) $4 Shares 12,504 Est. Cost $229.72 Unrealized +45.8%
RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $4 Shares 80,488 Est. Cost $20.58 Unrealized
WMT WALMART INC 1.0%
Value ($000) $4 Shares 45,520 Est. Cost $47.14 Unrealized +53.8%
GIB CGI INC FCLASS A 1.0%
Value ($000) $3 Shares 30,047 Est. Cost $89.03 Unrealized +22.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.9%
Value ($000) $3 Shares 7,231 Est. Cost $212.09 Unrealized +108.5%
MCD MCDONALDS CORP 0.9%
Value ($000) $3 Shares 10,855 Est. Cost $147.96 Unrealized +80.2%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $3 Shares 6,336 Est. Cost $259.39 Unrealized +100.8%
SCCO SOUTHERN COPPER CORP 0.9%
Value ($000) $3 Shares 28,015 Est. Cost $27.75 Unrealized +246.5%
AMGN AMGEN INC 0.8%
Value ($000) $3 Shares 9,095 Est. Cost $147.77 Unrealized +111.9%
ACN ACCENTURE PLC IRELAND FCLASS A 0.8%
Value ($000) $3 Shares 8,088 Est. Cost $163.68 Unrealized +97.2%
TJX TJX COS INC NEW 0.8%
Value ($000) $3 Shares 23,358 Est. Cost $39.14 Unrealized +188.0%
MA MASTERCARD INC CLASS A 0.7%
Value ($000) $3 Shares 5,162 Est. Cost $241.35 Unrealized +91.3%
MCK MCKESSON CORP 0.7%
Value ($000) $3 Shares 5,138 Est. Cost $128.31 Unrealized +331.3%
RACE FERRARI N V NEW F 0.7%
Value ($000) $3 Shares 5,319 Est. Cost $208.81 Unrealized +114.8%
VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.7%
Value ($000) $2 Shares 149,633 Est. Cost $1.95 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $2 Shares 5,143 Est. Cost $151.41 Unrealized +171.3%
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.6%
Value ($000) $2 Shares 14,800 Est. Cost $0.15 Unrealized
NKE NIKE INC CLASS B 0.6%
Value ($000) $2 Shares 25,280 Est. Cost $51.78 Unrealized +46.8%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 34,361 Est. Cost $50.65 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.6%
Value ($000) $2 Shares 53,276 Est. Cost $30.68 Unrealized +23.0%
AMZN AMAZON.COM INC 0.6%
Value ($000) $2 Shares 11,280 Est. Cost $123.53 Unrealized +47.7%
CNI CANADIAN NATL RY CO F 0.6%
Value ($000) $2 Shares 17,581 Est. Cost $74.85 Unrealized +51.3%
CB CHUBB LTD F 0.6%
Value ($000) $2 Shares 6,956 Est. Cost $143.67 Unrealized +88.5%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $2 Shares 16,904 Est. Cost $75.08 Unrealized
PCAR PACCAR INC 0.5%
Value ($000) $2 Shares 19,604 Est. Cost $50.11 Unrealized +84.1%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.5%
Value ($000) $2 Shares 28,994 Est. Cost $47.11 Unrealized
ICE INTERCONTINENTAL EXCHANG 0.5%
Value ($000) $2 Shares 11,895 Est. Cost $62.09 Unrealized +144.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2 Shares 2,099 Est. Cost $342.16 Unrealized +151.9%
CSCO CISCO SYS INC 0.5%
Value ($000) $2 Shares 34,516 Est. Cost $30.41 Unrealized +53.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2 Shares 3,132 Est. Cost $331.87 Unrealized +55.6%
AFL AFLAC INC 0.5%
Value ($000) $2 Shares 16,343 Est. Cost $47.84 Unrealized +106.4%
CME CME GROUP INC CLASS A 0.5%
Value ($000) $2 Shares 8,066 Est. Cost $159.39 Unrealized +23.2%
RTX RTX CORP 0.5%
Value ($000) $2 Shares 14,216 Est. Cost $54.61 Unrealized +103.4%
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF 0.5%
Value ($000) $2 Shares 15,008 Est. Cost $0.10 Unrealized
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.5%
Value ($000) $2 Shares 9,590 Est. Cost $115.50 Unrealized
FDX FEDEX CORP 0.5%
Value ($000) $2 Shares 6,246 Est. Cost $154.86 Unrealized +81.6%
FISV FISERV INC 0.5%
Value ($000) $2 Shares 9,418 Est. Cost $87.63 Unrealized +88.2%
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $2 Shares 7,375 Est. Cost $138.64 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.5%
Value ($000) $2 Shares 6,077 Est. Cost $155.68 Unrealized +62.8%
RBA RB GLOBAL INC F 0.5%
Value ($000) $2 Shares 20,839 Est. Cost $56.38 Unrealized +43.9%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $2 Shares 15,900 Est. Cost $42.03 Unrealized +147.4%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $2 Shares 3,067 Est. Cost $267.26 Unrealized +78.8%
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
PNC PNC FINL SERVICES 0.4%
Value ($000) $2 Shares 8,255 Est. Cost $104.11 Unrealized +60.9%
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 18,920 Est. Cost $72.14 Unrealized -7.5%
1/100 BERKSHIRE HTWY A CLASS A 0.4%
Value ($000) $1 Shares 200 Est. Cost $6.91 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1 Shares 6,140 Est. Cost $97.00 Unrealized +123.6%
INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 61,352 Est. Cost $7.33 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.4%
Value ($000) $1 Shares 16,930 Est. Cost $41.29 Unrealized
LYB LYONDELLBASELL INDUSTR FCLASS A 0.4%
Value ($000) $1 Shares 13,654 Est. Cost $63.47 Unrealized +34.1%
AVGO BROADCOM INC 0.4%
Value ($000) $1 Shares 7,520 Est. Cost $145.18 Unrealized +8.8%
NTTYY NIPPON TELEG & TEL COR FSPONSORED ADR 1 ADR REPS 25 ORD SHS 0.4%
Value ($000) $1 Shares 50,632 Est. Cost $0.03 Unrealized
BN BROOKFIELD CORP FCLASS A 0.3%
Value ($000) $1 Shares 23,569 Est. Cost $21.90 Unrealized +42.8%
EBAY EBAY INC 0.3%
Value ($000) $1 Shares 19,220 Est. Cost $33.03 Unrealized +70.4%
IMO IMPERIAL OIL LTD F 0.3%
Value ($000) $1 Shares 17,266 Est. Cost $12.85 Unrealized +431.2%
EL LAUDER ESTEE COS INC CLASS A 0.3%
Value ($000) $1 Shares 12,129 Est. Cost $109.10 Unrealized -15.4%
TRI THOMSON REUTERS CORP F 0.3%
Value ($000) $1 Shares 7,074 Est. Cost $122.38 Unrealized +32.2%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1 Shares 6,907 Est. Cost $91.16 Unrealized +80.2%
TGS TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $1 Shares 64,518 Est. Cost $5.65 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.3%
Value ($000) $1 Shares 15,945 Est. Cost $38.30 Unrealized +75.4%
TTWO TAKE-TWO INTERACTIVE SOF 0.3%
Value ($000) $1 Shares 7,560 Est. Cost $127.28 Unrealized +19.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $1 Shares 11,810 Est. Cost $98.00 Unrealized -7.6%
SRE SEMPRA 0.3%
Value ($000) $1 Shares 13,520 Est. Cost $61.27 Unrealized +24.7%
NGG NTNL GRID PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $1 Shares 16,206 Est. Cost $17.30 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1 Shares 4,267 Est. Cost $128.58 Unrealized +84.5%
RWO SPDR DOW JONE GLOBAL REAL ESTATE ETF 0.3%
Value ($000) $1 Shares 23,237 Est. Cost $0.04 Unrealized
IBM IBM CORP 0.3%
Value ($000) $1 Shares 4,833 Est. Cost $128.88 Unrealized +46.6%
WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 162,769 Est. Cost $0.00 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $1 Shares 5,215 Est. Cost $75.48 Unrealized +162.3%
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 18,073 Est. Cost $0.06 Unrealized
LIN LINDE PLC F 0.3%
Value ($000) $1 Shares 2,140 Est. Cost $368.70 Unrealized +21.5%
HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.3%
Value ($000) $1 Shares 31,069 Est. Cost $0.03 Unrealized
JCI JOHNSON CONTROLS INTER F 0.3%
Value ($000) $1 Shares 12,603 Est. Cost $27.45 Unrealized +151.2%
UNP UNION PAC CORP 0.3%
Value ($000) $1 Shares 3,959 Est. Cost $148.34 Unrealized +58.2%
KOF COCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.3%
Value ($000) $1 Shares 10,765 Est. Cost $54.82 Unrealized
RZV INVSC SP SMALLCAP 600 PURE VALUE ETF 0.3%
Value ($000) $1 Shares 8,615 Est. Cost $0.11 Unrealized
SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 0.3%
Value ($000) $1 Shares 940,052 Est. Cost $0.00 Unrealized
GRMN GARMIN LTD F 0.3%
Value ($000) $1 Shares 5,251 Est. Cost $121.42 Unrealized +39.1%
KO THE COCA-COLA CO 0.3%
Value ($000) $1 Shares 12,736 Est. Cost $40.63 Unrealized +61.6%
PEP PEPSICO INC 0.3%
Value ($000) $1 Shares 5,281 Est. Cost $104.74 Unrealized +55.5%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 13,714 Est. Cost $0.06 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $1 Shares 4,595 Est. Cost $45.81 Unrealized +278.0%
TGT TARGET CORP 0.2%
Value ($000) $1 Shares 5,357 Est. Cost $74.87 Unrealized +88.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 1,996 Est. Cost $177.70 Unrealized +90.6%
AMCOR PLC F 0.2%
Value ($000) $1 Shares 65,317 Est. Cost $8.70 Unrealized +16.4%
IX ORIX CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 6,279 Est. Cost $62.59 Unrealized
MR COOPER GROUP INC 0.2%
Value ($000) $1 Shares 7,832 Est. Cost $31.03 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 9,923 Est. Cost $0.07 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1 Shares 4,113 Est. Cost $49.16 Unrealized +191.0%
CHKP CHECK POINT SOFTWARE T F 0.2%
Value ($000) $1 Shares 3,604 Est. Cost $124.94 Unrealized +46.6%
LOGI LOGITECH INTERNTNL SA F 0.2%
Value ($000) $1 Shares 7,742 Est. Cost $58.92 Unrealized +46.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1 Shares 11,000 Est. Cost $56.68 Unrealized -2.6%
MRK MERCK & CO. INC. 0.2%
Value ($000) $1 Shares 6,059 Est. Cost $72.29 Unrealized +56.3%
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $1 Shares 63,121 Est. Cost $0.01 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.2%
Value ($000) $1 Shares 4,746 Est. Cost $0.14 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 3,095 Est. Cost $127.15 Unrealized +60.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1 Shares 3,102 Est. Cost $0.17 Unrealized
WTW WILLIS TOWERS WATSON P F 0.2%
Value ($000) $1 Shares 2,082 Est. Cost $197.15 Unrealized +39.5%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $1 Shares 1,059 Est. Cost $169.12 Unrealized +202.8%
FIPDX FIDELITY INFLATION-PROT BD INDEX 0.2%
Value ($000) $1 Shares 63,688 Est. Cost $0.01 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
AON AON PLC FCLASS A 0.2%
Value ($000) $1 Shares 1,711 Est. Cost $236.31 Unrealized +37.3%
DODGX DODGE & COX STOCK I 0.2%
Value ($000) $1 Shares 2,152 Est. Cost $0.27 Unrealized
ALC ALCON INC F 0.2%
Value ($000) $1 Shares 5,874 Est. Cost $67.72 Unrealized +38.4%
CMBT EURONAV NV F 0.2%
Value ($000) $1 Shares 34,506 Est. Cost $5.47 Unrealized +199.0%
BARRICK GOLD CORP F 0.2%
Value ($000) $1 Shares 28,270 Est. Cost $0.02 Unrealized
CHT CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.2%
Value ($000) $1 Shares 14,096 Est. Cost $24.55 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1 Shares 5,008 Est. Cost $57.46 Unrealized +82.9%
DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF 0.2%
Value ($000) $1 Shares 7,860 Est. Cost $0.06 Unrealized
ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.2%
Value ($000) $1 Shares 20,828 Est. Cost $0.03 Unrealized
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.2%
Value ($000) $1 Shares 3,843 Est. Cost $69.85 Unrealized
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 110,771 Est. Cost $0.00 Unrealized
TRP TC ENERGY CORP FTRADES WITH DUE BILLS 0.1%
Value ($000) $1 Shares 11,116 Est. Cost $41.31 Unrealized 0.0%
AXIA ELETROBRAS ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 72,834 Est. Cost $8.65 Unrealized
RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 6,617 Est. Cost $0.07 Unrealized
ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value ($000) $1 Shares 15,929 Est. Cost $0.03 Unrealized
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $1 Shares 11,520 Est. Cost $0.04 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1 Shares 2,464 Est. Cost $168.16 Unrealized +14.7%
EG EVEREST REINSURANCE GR F 0.1%
Value ($000) $1 Shares 1,293 Est. Cost $370.36 Unrealized +0.7%
PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 37,217 Est. Cost $0.01 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 3,400 Est. Cost $85.78 Unrealized +58.1%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $1 Shares 6,047 Est. Cost $0.08 Unrealized
KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 17,600 Est. Cost $0.03 Unrealized
ADM ARCHER-DANIELS MIDLAND C 0.1%
Value ($000) $0 Shares 8,036 Est. Cost $53.17 Unrealized +8.8%
SLF SUN LIFE FINL INC F 0.1%
Value ($000) $0 Shares 7,659 Est. Cost $47.58 Unrealized +9.8%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $0 Shares 2,939 Est. Cost $61.00 Unrealized +129.3%
NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 83,555 Est. Cost $0.01 Unrealized
FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $0 Shares 4,345 Est. Cost $0.10 Unrealized
UPS UNITED PARCEL SVC INC CLASS B 0.1%
Value ($000) $0 Shares 3,066 Est. Cost $121.57 Unrealized -0.8%
SONY SONY GROUP CORP FFORWARD SPLIT WITH STOCK SPLIT SHARES 0.1%
Value ($000) $0 Shares 4,241 Est. Cost $0.10 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $0 Shares 3,700 Est. Cost $59.26 Unrealized +72.7%
QFIN QIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $0 Shares 13,520 Est. Cost $0.03 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 127 Est. Cost $1810.03 Unrealized +69.6%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $0 Shares 694 Est. Cost $0.47 Unrealized
RGA REINSURANCE GROUP AMER I 0.1%
Value ($000) $0 Shares 1,817 Est. Cost $199.76 Unrealized +6.4%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 942 Est. Cost $369.25 Unrealized 0.0%
VTWAX VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL 0.1%
Value ($000) $0 Shares 9,239 Est. Cost $0.04 Unrealized
CRH CRH PUBLIC LIMITED CO F 0.1%
Value ($000) $0 Shares 4,084 Est. Cost $74.71 Unrealized +10.9%
AU ANGLOGOLD ASHANTI PLC F 0.1%
Value ($000) $0 Shares 14,138 Est. Cost $22.43 Unrealized +21.3%
FN FABRINET F 0.1%
Value ($000) $0 Shares 1,591 Est. Cost $231.41 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS I 0.1%
Value ($000) $0 Shares 8,268 Est. Cost $40.11 Unrealized -4.3%
APTIV PLC F 0.1%
Value ($000) $0 Shares 5,103 Est. Cost $80.89 Unrealized
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
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $0 Shares 1,003 Est. Cost $167.04 Unrealized +83.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $147.01 Unrealized +94.9%
JANX JANUX THERAPEUTICS INC 0.1%
Value ($000) $0 Shares 7,964 Est. Cost $21.78 Unrealized +99.8%
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 4,607 Est. Cost $59.55 Unrealized +21.1%
FCNCA FIRST CTZNS BANCSHARES ICLASS A 0.1%
Value ($000) $0 Shares 195 Est. Cost $1897.78 Unrealized 0.0%
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
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $0 Shares 2,249 Est. Cost $121.78 Unrealized +16.9%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $0 Shares 2,931 Est. Cost $96.08 Unrealized +18.5%
AMX AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS 0.1%
Value ($000) $0 Shares 21,029 Est. Cost $0.02 Unrealized
ENB ENBRIDGE INC F 0.1%
Value ($000) $0 Shares 8,297 Est. Cost $35.52 Unrealized 0.0%
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $0 Shares 3,102 Est. Cost $0.10 Unrealized
TEL TE CONNECTIVITY PLC F 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $146.90 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS FCLASS B 0.1%
Value ($000) $0 Shares 8,067 Est. Cost $39.14 Unrealized 0.0%
DBP INVESCO DB PRECIOUS METALS FUND 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.05 Unrealized
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 2,678 Est. Cost $0.12 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $0 Shares 498 Est. Cost $450.89 Unrealized +30.7%
FSKAX FIDELITY TOTAL MARKET INDEX 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $0.16 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $0 Shares 1,959 Est. Cost $145.81 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 5,925 Est. Cost $45.53 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $0 Shares 12,689 Est. Cost $37.11 Unrealized -32.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $0 Shares 2,120 Est. Cost $141.59 Unrealized -6.2%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.1%
Value ($000) $0 Shares 6,259 Est. Cost $32.12 Unrealized +24.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,427 Est. Cost $60.35 Unrealized +82.0%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $0 Shares 4,510 Est. Cost $42.34 Unrealized +52.5%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 2,751 Est. Cost $0.11 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 252 Est. Cost $53.77 Unrealized +36.6%
SUZ SUZANO S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 28,951 Est. Cost $0.01 Unrealized
TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $0 Shares 20,375 Est. Cost $0.01 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 978 Est. Cost $52.53 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $0 Shares 2,745 Est. Cost $91.35 Unrealized 0.0%
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.1%
Value ($000) $0 Shares 2,907 Est. Cost $0.10 Unrealized
VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 23,858 Est. Cost $0.01 Unrealized
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 7,584 Est. Cost $0.03 Unrealized
KELLANOVA 0.1%
Value ($000) $0 Shares 3,388 Est. Cost $68.41 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $0 Shares 12,323 Est. Cost $18.78 Unrealized 0.0%
ORANY ORANGE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 23,588 Est. Cost $0.01 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $139.01 Unrealized +0.7%
GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 17,407 Est. Cost $0.01 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $0.19 Unrealized
LAM RESH CORP CLASS EQUITY 0.1%
Value ($000) $0 Shares 324 Est. Cost $0.64 Unrealized
DODWX DODGE & COX GLOBAL STOCK I 0.1%
Value ($000) $0 Shares 15,332 Est. Cost $0.02 Unrealized
FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 41,959 Est. Cost $0.01 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $0 Shares 922 Est. Cost $221.54 Unrealized +18.5%
WPM WHEATON PRECIOUS METAL F 0.1%
Value ($000) $0 Shares 4,201 Est. Cost $52.89 Unrealized +11.6%
ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 10,193 Est. Cost $0.02 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $0 Shares 1,174 Est. Cost $165.18 Unrealized +16.1%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $0 Shares 1,385 Est. Cost $179.84 Unrealized 0.0%
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 2,353 Est. Cost $0.10 Unrealized
AWK AMERICAN WTR WKS CO INC 0.1%
Value ($000) $0 Shares 1,678 Est. Cost $137.26 Unrealized 0.0%
FBGRX FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $0 Shares 1,156 Est. Cost $0.21 Unrealized
SBS COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 14,686 Est. Cost $0.02 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $0 Shares 55 Est. Cost $3654.84 Unrealized +3.8%
EXPD EXPEDITORS INTL WASH INCCLASS A 0.1%
Value ($000) $0 Shares 1,743 Est. Cost $104.74 Unrealized +14.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 730 Est. Cost $263.17 Unrealized 0.0%
SIRI SIRIUSXM HLDGS INC 0.1%
Value ($000) $0 Shares 9,064 Est. Cost $31.06 Unrealized 0.0%
BG BUNGE GLOBAL SA F 0.1%
Value ($000) $0 Shares 2,221 Est. Cost $97.72 Unrealized 0.0%
NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 2,286 Est. Cost $0.09 Unrealized
OTEX OPEN TEXT CORP F 0.1%
Value ($000) $0 Shares 6,292 Est. Cost $25.68 Unrealized +16.6%
ODFL OLD DOMINION FREIGHT LIN 0.1%
Value ($000) $0 Shares 1,049 Est. Cost $192.73 Unrealized 0.0%
FHN FIRST HORIZON CORP 0.1%
Value ($000) $0 Shares 13,203 Est. Cost $15.20 Unrealized 0.0%
VRSK VERISK ANALYTICS INC CLASS A 0.1%
Value ($000) $0 Shares 761 Est. Cost $242.43 Unrealized +10.6%
PHG KONINKLIJKE PHILIPS N FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 6,195 Est. Cost $0.03 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 693 Est. Cost $265.72 Unrealized 0.0%