Lester Murray Antman dba SimplyRich Diversified Active

CIK: 0001725888 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $346 (100.0% shares, 0.0% debt)

Holdings (214)

AAPL APPLE INC 7.0%
Value ($000) $24 Shares 108,554 Est. Cost $89.19 Unrealized +158.7%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 5.7%
Value ($000) $20 Shares 211,915 Est. Cost $0.08 Unrealized
EFAV ISHARES MSCI EAF MIN VOLFCT ETF 4.6%
Value ($000) $16 Shares 203,486 Est. Cost $0.07 Unrealized
GOOG ALPHABET INC CLASS C 4.5%
Value ($000) $15 Shares 99,177 Est. Cost $108.11 Unrealized +68.8%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 4.3%
Value ($000) $15 Shares 257,474 Est. Cost $0.06 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $10 Shares 26,262 Est. Cost $75.26 Unrealized +438.3%
GOOGL ALPHABET INC CLASS A 2.8%
Value ($000) $10 Shares 61,747 Est. Cost $107.43 Unrealized +68.2%
V VISA INC CLASS A 2.4%
Value ($000) $8 Shares 23,552 Est. Cost $104.38 Unrealized +222.2%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $8 Shares 15,169 Est. Cost $186.06 Unrealized +168.4%
HD HOME DEPOT INC 1.8%
Value ($000) $6 Shares 17,071 Est. Cost $144.36 Unrealized +163.7%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.7%
Value ($000) $6 Shares 86,606 Est. Cost $26.45 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 1.7%
Value ($000) $6 Shares 34,895 Est. Cost $39.80 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.3%
Value ($000) $5 Shares 26,084 Est. Cost $0.16 Unrealized
REET ISHS TRUST-GLO.R ETF 1.2%
Value ($000) $4 Shares 176,521 Est. Cost $0.02 Unrealized
CI THE CIGNA GROUP 1.2%
Value ($000) $4 Shares 12,504 Est. Cost $229.72 Unrealized +28.7%
RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.2%
Value ($000) $4 Shares 81,000 Est. Cost $20.58 Unrealized
WMT WALMART INC 1.2%
Value ($000) $4 Shares 45,792 Est. Cost $47.14 Unrealized +97.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.1%
Value ($000) $4 Shares 7,278 Est. Cost $212.09 Unrealized +129.2%
MCK MCKESSON CORP 1.0%
Value ($000) $3 Shares 5,191 Est. Cost $132.69 Unrealized +364.2%
MCD MCDONALDS CORP 1.0%
Value ($000) $3 Shares 10,857 Est. Cost $147.96 Unrealized +98.0%
GIB CGI INC FCLASS A 0.9%
Value ($000) $3 Shares 29,537 Est. Cost $89.29 Unrealized +22.3%
TJX TJX COS INC NEW 0.8%
Value ($000) $3 Shares 23,358 Est. Cost $39.14 Unrealized +206.8%
AMGN AMGEN INC 0.8%
Value ($000) $3 Shares 9,095 Est. Cost $147.77 Unrealized +94.4%
MA MASTERCARD INC CLASS A 0.8%
Value ($000) $3 Shares 5,162 Est. Cost $241.35 Unrealized +124.6%
ELV ELEVANCE HEALTH INC 0.8%
Value ($000) $3 Shares 6,341 Est. Cost $261.35 Unrealized +50.9%
SCCO SOUTHERN COPPER CORP 0.8%
Value ($000) $3 Shares 28,367 Est. Cost $27.75 Unrealized +218.6%
ACN ACCENTURE PLC IRELAND FCLASS A 0.7%
Value ($000) $3 Shares 8,088 Est. Cost $163.68 Unrealized +113.5%
VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.7%
Value ($000) $2 Shares 151,174 Est. Cost $1.93 Unrealized
RACE FERRARI N V NEW F 0.7%
Value ($000) $2 Shares 5,320 Est. Cost $208.81 Unrealized +115.3%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value ($000) $2 Shares 5,155 Est. Cost $156.15 Unrealized +182.8%
CSCO CISCO SYS INC 0.6%
Value ($000) $2 Shares 35,195 Est. Cost $30.88 Unrealized +94.6%
CME CME GROUP INC CLASS A 0.6%
Value ($000) $2 Shares 8,172 Est. Cost $160.17 Unrealized +51.4%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.6%
Value ($000) $2 Shares 29,415 Est. Cost $42.55 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $2 Shares 11,280 Est. Cost $123.53 Unrealized +75.7%
CB CHUBB LTD F 0.6%
Value ($000) $2 Shares 6,949 Est. Cost $143.67 Unrealized +92.3%
RBA RB GLOBAL INC F 0.6%
Value ($000) $2 Shares 20,839 Est. Cost $56.38 Unrealized +69.2%
FISV FISERV INC 0.6%
Value ($000) $2 Shares 9,418 Est. Cost $87.63 Unrealized +149.8%
ICE INTERCONTINENTAL EXCHANG 0.6%
Value ($000) $2 Shares 11,895 Est. Cost $62.09 Unrealized +161.1%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2 Shares 2,127 Est. Cost $349.00 Unrealized +178.1%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 17,776 Est. Cost $67.14 Unrealized
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 7,375 Est. Cost $138.64 Unrealized
PCAR PACCAR INC 0.6%
Value ($000) $2 Shares 19,607 Est. Cost $50.66 Unrealized +103.2%
RTX RTX CORP 0.5%
Value ($000) $2 Shares 14,216 Est. Cost $54.61 Unrealized +128.5%
ADP AUTOMATIC DATA PROCESSIN 0.5%
Value ($000) $2 Shares 6,152 Est. Cost $157.30 Unrealized +87.8%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $2 Shares 31,531 Est. Cost $50.08 Unrealized
AFL AFLAC INC 0.5%
Value ($000) $2 Shares 16,693 Est. Cost $48.63 Unrealized +114.0%
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.5%
Value ($000) $2 Shares 14,800 Est. Cost $0.15 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF 0.5%
Value ($000) $2 Shares 15,671 Est. Cost $0.10 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.5%
Value ($000) $2 Shares 49,276 Est. Cost $30.68 Unrealized +14.2%
CNI CANADIAN NATL RY CO F 0.5%
Value ($000) $2 Shares 18,633 Est. Cost $76.58 Unrealized +29.8%
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.5%
Value ($000) $2 Shares 9,734 Est. Cost $113.80 Unrealized
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
BRK/A BERKSHIRE HATHAWAY INC DCLASS A 0.5%
Value ($000) $2 Shares 2 Est. Cost $729330.75 Unrealized 0.0%
NKE NIKE INC CLASS B 0.5%
Value ($000) $2 Shares 24,840 Est. Cost $51.78 Unrealized +39.2%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $2 Shares 3,067 Est. Cost $267.26 Unrealized +75.9%
TTWO TAKE-TWO INTERACTIVE SOF 0.5%
Value ($000) $2 Shares 7,560 Est. Cost $127.28 Unrealized +57.0%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $2 Shares 6,242 Est. Cost $98.97 Unrealized +125.7%
FDX FEDEX CORP 0.4%
Value ($000) $2 Shares 6,246 Est. Cost $154.86 Unrealized +63.8%
PNC PNC FINL SERVICES 0.4%
Value ($000) $1 Shares 8,255 Est. Cost $104.11 Unrealized +76.1%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1 Shares 3,150 Est. Cost $347.61 Unrealized +29.0%
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $1 Shares 15,344 Est. Cost $0.09 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1 Shares 15,900 Est. Cost $42.03 Unrealized +127.8%
EBAY EBAY INC 0.4%
Value ($000) $1 Shares 19,220 Est. Cost $33.03 Unrealized +98.9%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1 Shares 5,215 Est. Cost $75.48 Unrealized +194.0%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 1,903 Est. Cost $230.80 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1 Shares 7,486 Est. Cost $145.18 Unrealized +44.5%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.4%
Value ($000) $1 Shares 17,033 Est. Cost $41.29 Unrealized
IMO IMPERIAL OIL LTD F 0.4%
Value ($000) $1 Shares 17,266 Est. Cost $12.85 Unrealized +422.0%
BN BROOKFIELD CORP FCLASS A 0.4%
Value ($000) $1 Shares 23,569 Est. Cost $21.90 Unrealized +71.6%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1 Shares 18,920 Est. Cost $72.14 Unrealized +7.7%
IBM IBM CORP 0.4%
Value ($000) $1 Shares 4,942 Est. Cost $130.79 Unrealized +83.0%
TRI THOMSON REUTERS CORP F 0.4%
Value ($000) $1 Shares 7,074 Est. Cost $122.38 Unrealized +36.1%
GRMN GARMIN LTD F 0.3%
Value ($000) $1 Shares 5,402 Est. Cost $123.39 Unrealized +72.5%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1 Shares 6,854 Est. Cost $91.16 Unrealized +79.8%
MDLZ MONDELEZ INTL INC CLASS A 0.3%
Value ($000) $1 Shares 16,631 Est. Cost $40.32 Unrealized +48.2%
NTTYY NIPPON TELEG & TEL COR FSPONSORED ADR 1 ADR REPS 25 ORD SHS 0.3%
Value ($000) $1 Shares 43,832 Est. Cost $0.03 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1 Shares 4,267 Est. Cost $128.58 Unrealized +95.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $1 Shares 10,610 Est. Cost $98.00 Unrealized +8.5%
LIN LINDE PLC F 0.3%
Value ($000) $1 Shares 2,206 Est. Cost $371.03 Unrealized +19.8%
RWO SPDR DOW JONES GLOB REALEST ETF 0.3%
Value ($000) $1 Shares 23,237 Est. Cost $0.04 Unrealized
JCI JOHNSON CONTROLS INT F 0.3%
Value ($000) $1 Shares 12,603 Est. Cost $27.45 Unrealized +197.3%
WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 325,598 Est. Cost $0.00 Unrealized
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
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 18,073 Est. Cost $0.06 Unrealized
MR COOPER GROUP INC 0.3%
Value ($000) $1 Shares 7,832 Est. Cost $31.03 Unrealized
INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 51,112 Est. Cost $7.21 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1 Shares 3,936 Est. Cost $148.34 Unrealized +58.8%
NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $1 Shares 13,997 Est. Cost $17.30 Unrealized
KO THE COCA-COLA CO 0.3%
Value ($000) $1 Shares 12,566 Est. Cost $40.63 Unrealized +59.9%
SRE SEMPRA 0.3%
Value ($000) $1 Shares 12,511 Est. Cost $61.69 Unrealized +22.4%
LYB LYONDELLBASELL INDUSTR FCLASS A 0.2%
Value ($000) $1 Shares 12,254 Est. Cost $63.47 Unrealized +8.4%
RZV INVSC SP SMALLCAP 600 PURE VALUE ETF 0.2%
Value ($000) $1 Shares 8,622 Est. Cost $0.11 Unrealized
CHKP CHECK POINT SOFTWARE T F 0.2%
Value ($000) $1 Shares 3,608 Est. Cost $124.94 Unrealized +69.6%
LOGI LOGITECH INTERNTNL S F 0.2%
Value ($000) $1 Shares 9,539 Est. Cost $63.21 Unrealized +46.7%
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 5,281 Est. Cost $104.74 Unrealized +37.0%
PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 47,975 Est. Cost $0.01 Unrealized
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
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 3,178 Est. Cost $129.32 Unrealized +68.9%
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
WTW WILLIS TOWERS WATSON P F 0.2%
Value ($000) $1 Shares 2,082 Est. Cost $197.15 Unrealized +63.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1 Shares 10,316 Est. Cost $56.96 Unrealized +1.8%
AON AON PLC FCLASS A 0.2%
Value ($000) $1 Shares 1,711 Est. Cost $236.31 Unrealized +61.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 1,996 Est. Cost $177.70 Unrealized +98.1%
IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 31,448 Est. Cost $12.38 Unrealized
JANX JANUX THERAPEUTICS INC 0.2%
Value ($000) $1 Shares 24,315 Est. Cost $42.70 Unrealized -11.7%
ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.2%
Value ($000) $1 Shares 23,030 Est. Cost $0.03 Unrealized
NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 105,727 Est. Cost $0.01 Unrealized
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $1 Shares 62,533 Est. Cost $0.01 Unrealized
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
T AT&T INC 0.2%
Value ($000) $1 Shares 22,456 Est. Cost $21.16 Unrealized +15.1%
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $1 Shares 6,753 Est. Cost $0.09 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
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $1 Shares 1,059 Est. Cost $169.12 Unrealized +280.3%
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
FIPDX FIDELITY INFLATION-PROT BD INDEX 0.2%
Value ($000) $1 Shares 63,688 Est. Cost $0.01 Unrealized
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
DHI D R HORTON INC 0.2%
Value ($000) $1 Shares 4,595 Est. Cost $45.81 Unrealized +189.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1 Shares 4,113 Est. Cost $49.16 Unrealized +228.7%
DODGX DODGE & COX STOCK I 0.2%
Value ($000) $1 Shares 2,152 Est. Cost $0.27 Unrealized
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $1 Shares 4,267 Est. Cost $0.10 Unrealized
TGT TARGET CORP EQUITY CLASS EQUITY 0.2%
Value ($000) $1 Shares 5,357 Est. Cost $74.87 Unrealized +60.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1 Shares 5,008 Est. Cost $57.46 Unrealized +106.7%
AMCOR PLC F 0.2%
Value ($000) $1 Shares 56,476 Est. Cost $8.70 Unrealized +10.9%
MRK MERCK & CO. INC. 0.2%
Value ($000) $1 Shares 6,059 Est. Cost $72.29 Unrealized +24.7%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 8,396 Est. Cost $0.06 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 8,899 Est. Cost $0.07 Unrealized
VZ VERIZON COMMUNICATIONS I 0.2%
Value ($000) $1 Shares 11,781 Est. Cost $39.96 Unrealized -0.9%
SWVXX SCHWAB VALUE ADVANTAGE MONEY INV 0.2%
Value ($000) $1 Shares 532,465 Est. Cost $0.00 Unrealized
TRP TC ENERGY CORP F 0.2%
Value ($000) $1 Shares 11,203 Est. Cost $41.31 Unrealized +10.1%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1 Shares 2,939 Est. Cost $61.00 Unrealized +206.2%
PDD PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.2%
Value ($000) $1 Shares 4,420 Est. Cost $0.11 Unrealized
DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF 0.2%
Value ($000) $1 Shares 7,896 Est. Cost $0.06 Unrealized
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
AXIA ELETROBRAS ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 72,834 Est. Cost $8.65 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
TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $1 Shares 34,671 Est. Cost $0.01 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $1 Shares 3,854 Est. Cost $0.14 Unrealized
ENB ENBRIDGE INC F 0.1%
Value ($000) $1 Shares 11,625 Est. Cost $37.10 Unrealized +11.6%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 135 Est. Cost $1890.40 Unrealized +82.5%
KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 17,600 Est. Cost $0.03 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1 Shares 3,700 Est. Cost $59.26 Unrealized +112.4%
AU ANGLOGOLD ASHANTI PLC F 0.1%
Value ($000) $1 Shares 13,529 Est. Cost $22.43 Unrealized +31.0%
ALC ALCON INC F 0.1%
Value ($000) $1 Shares 5,268 Est. Cost $67.72 Unrealized +32.0%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $0 Shares 2,155 Est. Cost $188.01 Unrealized +19.8%
NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 4,840 Est. Cost $0.09 Unrealized
DE DEERE & CO 0.1%
Value ($000) $0 Shares 1,039 Est. Cost $374.11 Unrealized +23.4%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $0 Shares 5,853 Est. Cost $0.08 Unrealized
IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS 0.1%
Value ($000) $0 Shares 198,041 Est. Cost $0.00 Unrealized
SLF SUN LIFE FINL INC F 0.1%
Value ($000) $0 Shares 7,714 Est. Cost $47.58 Unrealized +19.8%
FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 45,503 Est. Cost $0.01 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 2,329 Est. Cost $169.49 Unrealized +7.5%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,400 Est. Cost $85.78 Unrealized +56.1%
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
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $0 Shares 694 Est. Cost $0.47 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,427 Est. Cost $60.35 Unrealized +127.0%
TME TENCENT MUSIC ENTMT GR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $0 Shares 26,543 Est. Cost $0.01 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 6,342 Est. Cost $45.74 Unrealized +11.6%
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 28,454 Est. Cost $0.03 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 258 Est. Cost $54.54 Unrealized +59.5%
CRH CRH PUBLIC LIMITED CO F 0.1%
Value ($000) $0 Shares 4,084 Est. Cost $74.71 Unrealized +30.7%
DBP INVESCO DB PRECIOUS METALS FUND 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.05 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $0 Shares 2,103 Est. Cost $146.27 Unrealized +10.7%
GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 15,992 Est. Cost $0.01 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $0 Shares 4,510 Est. Cost $42.34 Unrealized +83.4%
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $0 Shares 2,345 Est. Cost $123.98 Unrealized +33.2%
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 4,607 Est. Cost $59.55 Unrealized +19.7%
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
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $147.01 Unrealized +74.0%
FTNT FORTINET INC 0.1%
Value ($000) $0 Shares 3,392 Est. Cost $88.94 Unrealized +14.0%
WPM WHEATON PRECIOUS METAL F 0.1%
Value ($000) $0 Shares 4,201 Est. Cost $52.89 Unrealized +25.7%
SUZ SUZANO S A ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 34,944 Est. Cost $0.01 Unrealized
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 7,772 Est. Cost $0.03 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $0.19 Unrealized
CMBT CMB TECH NV F 0.1%
Value ($000) $0 Shares 34,416 Est. Cost $5.47 Unrealized +85.0%
TEL TE CONNECTIVITY PLC F 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $146.90 Unrealized -0.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $139.01 Unrealized +8.2%
APTV APTIV PLC NEW F 0.1%
Value ($000) $0 Shares 5,103 Est. Cost $61.22 Unrealized +3.5%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.1%
Value ($000) $0 Shares 6,259 Est. Cost $32.12 Unrealized +64.9%
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $0 Shares 3,102 Est. Cost $0.10 Unrealized
KELLANOVA 0.1%
Value ($000) $0 Shares 3,643 Est. Cost $69.09 Unrealized +15.8%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $0 Shares 1,003 Est. Cost $167.04 Unrealized +72.2%
FOX FOX CORP CLASS B 0.1%
Value ($000) $0 Shares 5,608 Est. Cost $41.78 Unrealized +17.8%
FSKAX FIDELITY TOTAL MARKET INDEX 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $0.16 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 5,190 Est. Cost $54.89 Unrealized -1.8%
INTC INTEL CORP 0.1%
Value ($000) $0 Shares 12,431 Est. Cost $37.11 Unrealized -41.0%
FHN FIRST HORIZON CORP 0.1%
Value ($000) $0 Shares 14,263 Est. Cost $15.42 Unrealized +30.0%
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
ADM ARCHER-DANIELS MIDLAND C 0.1%
Value ($000) $0 Shares 5,727 Est. Cost $53.17 Unrealized -12.0%
EG EVEREST REINSURANCE GR F 0.1%
Value ($000) $0 Shares 755 Est. Cost $370.33 Unrealized -5.6%
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.1%
Value ($000) $0 Shares 2,907 Est. Cost $0.10 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
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 2,837 Est. Cost $0.12 Unrealized
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $0 Shares 2,455 Est. Cost $64.89 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 759 Est. Cost $271.90 Unrealized +22.0%
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $0 Shares 55 Est. Cost $3654.84 Unrealized +29.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $0 Shares 497 Est. Cost $450.89 Unrealized +19.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 833 Est. Cost $267.98 Unrealized +12.1%
LRCX LAM RESH CORP 0.1%
Value ($000) $0 Shares 3,240 Est. Cost $74.98 Unrealized +4.2%
BEKE KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.1%
Value ($000) $0 Shares 11,624 Est. Cost $0.02 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $0 Shares 1,174 Est. Cost $165.18 Unrealized +26.2%
BARRICK GOLD CORP F 0.1%
Value ($000) $0 Shares 11,843 Est. Cost $0.02 Unrealized
FBGRX FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $0 Shares 1,156 Est. Cost $0.21 Unrealized
VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 22,719 Est. Cost $0.01 Unrealized
VRSK VERISK ANALYTICS INC CLASS A 0.1%
Value ($000) $0 Shares 761 Est. Cost $242.43 Unrealized +18.1%
ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 11,308 Est. Cost $0.02 Unrealized
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 6,981 Est. Cost $29.81 Unrealized +5.5%
VICI VICI PPTYS INC REIT 0.1%
Value ($000) $0 Shares 6,646 Est. Cost $29.16 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INCCLASS A 0.1%
Value ($000) $0 Shares 1,743 Est. Cost $113.71 Unrealized 0.0%
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.1%
Value ($000) $0 Shares 9,064 Est. Cost $31.06 Unrealized -24.2%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $0 Shares 2,239 Est. Cost $96.08 Unrealized +8.5%
VMNVX VANGUARD GLOBAL MINIMUM VOLATILITY ADMR 0.1%
Value ($000) $0 Shares 6,132 Est. Cost $0.03 Unrealized