Lester Murray Antman dba SimplyRich Diversified Active

CIK: 0001725888 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 29, 2025

Total Value ($000): $350 (100.0% shares, 0.0% debt)

Holdings (216)

AAPL APPLE INC 7.8%
Value ($000) $27 Shares 108,654 Est. Cost $89.19 Unrealized +162.9%
GOOG ALPHABET INC CLASS C 5.4%
Value ($000) $19 Shares 99,225 Est. Cost $108.11 Unrealized +62.5%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 4.8%
Value ($000) $17 Shares 188,264 Est. Cost $0.08 Unrealized
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 4.3%
Value ($000) $15 Shares 260,123 Est. Cost $0.06 Unrealized
EFAV ISHARES MSCI EAF MIN VOLFCT ETF 4.1%
Value ($000) $14 Shares 201,949 Est. Cost $0.07 Unrealized
GOOGL ALPHABET INC CLASS A 3.3%
Value ($000) $12 Shares 61,747 Est. Cost $107.43 Unrealized +62.1%
MSFT MICROSOFT CORP 3.2%
Value ($000) $11 Shares 26,274 Est. Cost $75.26 Unrealized +461.2%
UNH UNITEDHEALTH GROUP INC 2.2%
Value ($000) $8 Shares 15,169 Est. Cost $186.06 Unrealized +197.2%
V VISA INC CLASS A 2.1%
Value ($000) $7 Shares 23,552 Est. Cost $104.38 Unrealized +185.8%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 2.1%
Value ($000) $7 Shares 86,079 Est. Cost $26.45 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 2.0%
Value ($000) $7 Shares 34,895 Est. Cost $39.80 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $7 Shares 17,100 Est. Cost $144.36 Unrealized +175.2%
REET ISHS TRUST-GLO.R ETF 1.8%
Value ($000) $6 Shares 258,393 Est. Cost $0.02 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF IV 1.3%
Value ($000) $5 Shares 26,035 Est. Cost $0.16 Unrealized
WMT WALMART INC 1.2%
Value ($000) $4 Shares 45,790 Est. Cost $47.14 Unrealized +82.0%
RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $4 Shares 81,011 Est. Cost $20.58 Unrealized
CI THE CIGNA GROUP 1.0%
Value ($000) $3 Shares 12,504 Est. Cost $229.72 Unrealized +35.6%
GIB CGI INC FCLASS A 0.9%
Value ($000) $3 Shares 30,397 Est. Cost $89.29 Unrealized +25.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.9%
Value ($000) $3 Shares 7,278 Est. Cost $212.09 Unrealized +117.7%
MCD MCDONALDS CORP 0.9%
Value ($000) $3 Shares 10,900 Est. Cost $147.96 Unrealized +96.1%
MCK MCKESSON CORP 0.8%
Value ($000) $3 Shares 5,191 Est. Cost $132.69 Unrealized +320.0%
ACN ACCENTURE PLC IRELAND FCLASS A 0.8%
Value ($000) $3 Shares 8,088 Est. Cost $163.68 Unrealized +116.7%
TJX TJX COS INC NEW 0.8%
Value ($000) $3 Shares 23,358 Est. Cost $39.14 Unrealized +200.7%
MA MASTERCARD INC CLASS A 0.8%
Value ($000) $3 Shares 5,162 Est. Cost $241.35 Unrealized +113.3%
SCCO SOUTHERN COPPER CORP 0.7%
Value ($000) $3 Shares 28,176 Est. Cost $27.75 Unrealized +253.5%
AMZN AMAZON.COM INC 0.7%
Value ($000) $2 Shares 11,280 Est. Cost $123.53 Unrealized +65.6%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value ($000) $2 Shares 5,221 Est. Cost $156.15 Unrealized +200.0%
AMGN AMGEN INC 0.7%
Value ($000) $2 Shares 9,095 Est. Cost $147.77 Unrealized +93.6%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $2 Shares 6,249 Est. Cost $259.39 Unrealized +57.8%
RACE FERRARI N V NEW F 0.6%
Value ($000) $2 Shares 5,319 Est. Cost $208.81 Unrealized +116.1%
CSCO CISCO SYS INC 0.6%
Value ($000) $2 Shares 35,175 Est. Cost $30.88 Unrealized +79.3%
PCAR PACCAR INC 0.6%
Value ($000) $2 Shares 19,808 Est. Cost $50.66 Unrealized +105.0%
VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.6%
Value ($000) $2 Shares 151,159 Est. Cost $1.93 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $2 Shares 34,755 Est. Cost $50.08 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.6%
Value ($000) $2 Shares 52,020 Est. Cost $30.68 Unrealized +30.3%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2 Shares 2,124 Est. Cost $349.00 Unrealized +164.4%
FISV FISERV INC 0.6%
Value ($000) $2 Shares 9,418 Est. Cost $87.63 Unrealized +133.0%
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
CB CHUBB LTD F 0.5%
Value ($000) $2 Shares 6,949 Est. Cost $143.67 Unrealized +95.8%
NKE NIKE INC CLASS B 0.5%
Value ($000) $2 Shares 25,280 Est. Cost $51.78 Unrealized +47.7%
CME CME GROUP INC CLASS A 0.5%
Value ($000) $2 Shares 8,172 Est. Cost $160.17 Unrealized +37.1%
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.5%
Value ($000) $2 Shares 9,733 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
RBA RB GLOBAL INC F 0.5%
Value ($000) $2 Shares 20,839 Est. Cost $56.38 Unrealized +58.7%
CNI CANADIAN NATL RY CO F 0.5%
Value ($000) $2 Shares 18,447 Est. Cost $76.35 Unrealized +40.0%
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 6,152 Est. Cost $157.30 Unrealized +83.0%
ICE INTERCONTINENTAL EXCHANG 0.5%
Value ($000) $2 Shares 11,895 Est. Cost $62.09 Unrealized +151.7%
FDX FEDEX CORP 0.5%
Value ($000) $2 Shares 6,246 Est. Cost $154.86 Unrealized +75.5%
AVGO BROADCOM INC 0.5%
Value ($000) $2 Shares 7,486 Est. Cost $145.18 Unrealized +26.0%
AFL AFLAC INC 0.5%
Value ($000) $2 Shares 16,565 Est. Cost $48.63 Unrealized +118.8%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.5%
Value ($000) $2 Shares 26,564 Est. Cost $47.11 Unrealized
RTX RTX CORP 0.5%
Value ($000) $2 Shares 14,216 Est. Cost $54.61 Unrealized +116.6%
ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF 0.5%
Value ($000) $2 Shares 15,066 Est. Cost $0.10 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2 Shares 18,920 Est. Cost $72.14 Unrealized +16.3%
PNC PNC FINL SERVICES 0.5%
Value ($000) $2 Shares 8,255 Est. Cost $104.11 Unrealized +81.8%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $2 Shares 15,892 Est. Cost $75.08 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1 Shares 3,067 Est. Cost $267.26 Unrealized +84.4%
TTWO TAKE-TWO INTERACTIVE SOF 0.4%
Value ($000) $1 Shares 7,560 Est. Cost $127.28 Unrealized +36.3%
INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 62,420 Est. Cost $7.21 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $1 Shares 15,344 Est. Cost $0.09 Unrealized
1/100 BERKSHIRE HTWY A CLASS A 0.4%
Value ($000) $1 Shares 200 Est. Cost $6.91 Unrealized
BN BROOKFIELD CORP FCLASS A 0.4%
Value ($000) $1 Shares 23,569 Est. Cost $21.90 Unrealized +70.8%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1 Shares 15,900 Est. Cost $42.03 Unrealized +140.9%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1 Shares 6,242 Est. Cost $98.97 Unrealized +120.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1 Shares 2,724 Est. Cost $331.87 Unrealized +58.9%
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
DIS DISNEY WALT CO 0.4%
Value ($000) $1 Shares 11,756 Est. Cost $98.00 Unrealized +5.6%
WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 368,189 Est. Cost $0.00 Unrealized
JANX JANUX THERAPEUTICS INC 0.4%
Value ($000) $1 Shares 24,315 Est. Cost $42.70 Unrealized +23.9%
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
SRE SEMPRA 0.3%
Value ($000) $1 Shares 13,772 Est. Cost $61.69 Unrealized +36.7%
EBAY EBAY INC 0.3%
Value ($000) $1 Shares 19,220 Est. Cost $33.03 Unrealized +88.9%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1 Shares 6,907 Est. Cost $91.16 Unrealized +81.8%
TRI THOMSON REUTERS CORP F 0.3%
Value ($000) $1 Shares 7,074 Est. Cost $122.38 Unrealized +32.3%
GRMN GARMIN LTD F 0.3%
Value ($000) $1 Shares 5,401 Est. Cost $123.39 Unrealized +56.0%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.3%
Value ($000) $1 Shares 16,930 Est. Cost $41.29 Unrealized
IBM IBM CORP 0.3%
Value ($000) $1 Shares 4,941 Est. Cost $130.79 Unrealized +65.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1 Shares 4,267 Est. Cost $128.58 Unrealized +100.1%
IMO IMPERIAL OIL LTD F 0.3%
Value ($000) $1 Shares 17,266 Est. Cost $12.85 Unrealized +447.4%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $1 Shares 5,215 Est. Cost $75.48 Unrealized +170.7%
RWO SPDR DOW JONE GLOBAL REAL ESTATE ETF 0.3%
Value ($000) $1 Shares 23,237 Est. Cost $0.04 Unrealized
JCI JOHNSON CONTROLS INTER F 0.3%
Value ($000) $1 Shares 12,603 Est. Cost $27.45 Unrealized +188.7%
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 18,073 Est. Cost $0.06 Unrealized
RZV INVSC SP SMALLCAP 600 PURE VALUE ETF 0.3%
Value ($000) $1 Shares 8,615 Est. Cost $0.11 Unrealized
NGG NTNL GRID PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $1 Shares 15,874 Est. Cost $17.30 Unrealized
LYB LYONDELLBASELL INDUSTR FCLASS A 0.3%
Value ($000) $1 Shares 12,254 Est. Cost $63.47 Unrealized +19.2%
LIN LINDE PLC F 0.3%
Value ($000) $1 Shares 2,173 Est. Cost $369.91 Unrealized +21.3%
UNP UNION PAC CORP 0.3%
Value ($000) $1 Shares 3,959 Est. Cost $148.34 Unrealized +55.2%
MDLZ MONDELEZ INTL INC CLASS A 0.3%
Value ($000) $1 Shares 15,065 Est. Cost $38.30 Unrealized +66.1%
KOF COCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.2%
Value ($000) $1 Shares 10,765 Est. Cost $54.82 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 5,281 Est. Cost $104.74 Unrealized +49.5%
KO THE COCA-COLA CO 0.2%
Value ($000) $1 Shares 12,720 Est. Cost $40.63 Unrealized +55.3%
LOGI LOGITECH INTERNTNL SA F 0.2%
Value ($000) $1 Shares 9,539 Est. Cost $63.21 Unrealized +29.3%
SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 0.2%
Value ($000) $1 Shares 775,683 Est. Cost $0.00 Unrealized
PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 47,960 Est. Cost $0.01 Unrealized
MR COOPER GROUP INC 0.2%
Value ($000) $1 Shares 7,832 Est. Cost $31.03 Unrealized
TGT TARGET CORP CLASS EQUITY 0.2%
Value ($000) $1 Shares 5,357 Est. Cost $74.87 Unrealized +82.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 1,996 Est. Cost $177.70 Unrealized +114.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1 Shares 4,113 Est. Cost $49.16 Unrealized +257.7%
CHKP CHECK POINT SOFTWARE T F 0.2%
Value ($000) $1 Shares 3,604 Est. Cost $124.94 Unrealized +50.7%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.2%
Value ($000) $1 Shares 4,746 Est. Cost $0.14 Unrealized
TSEM TOWER SEMICONDUCTOR F 0.2%
Value ($000) $1 Shares 12,889 Est. Cost $46.82 Unrealized 0.0%
IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS 0.2%
Value ($000) $1 Shares 329,160 Est. Cost $0.00 Unrealized
IX ORIX CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 6,210 Est. Cost $62.59 Unrealized
WTW WILLIS TOWERS WATSON P F 0.2%
Value ($000) $1 Shares 2,082 Est. Cost $197.15 Unrealized +53.4%
DHI D R HORTON INC 0.2%
Value ($000) $1 Shares 4,595 Est. Cost $45.81 Unrealized +260.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 3,177 Est. Cost $129.32 Unrealized +63.2%
ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.2%
Value ($000) $1 Shares 23,297 Est. Cost $0.03 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1 Shares 5,008 Est. Cost $57.46 Unrealized +107.1%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $1 Shares 1,059 Est. Cost $169.12 Unrealized +245.8%
SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 29,058 Est. Cost $0.03 Unrealized
AON AON PLC FCLASS A 0.2%
Value ($000) $1 Shares 1,711 Est. Cost $236.31 Unrealized +54.6%
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 12,332 Est. Cost $0.04 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1 Shares 3,102 Est. Cost $0.17 Unrealized
MRK MERCK & CO. INC. 0.2%
Value ($000) $1 Shares 6,059 Est. Cost $72.29 Unrealized +36.5%
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $1 Shares 62,533 Est. Cost $0.01 Unrealized
RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 37,423 Est. Cost $0.03 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 14,896 Est. Cost $23.24 Unrealized
DODGX DODGE & COX STOCK I 0.2%
Value ($000) $1 Shares 2,152 Est. Cost $0.27 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
AMCOR PLC F 0.2%
Value ($000) $1 Shares 57,450 Est. Cost $8.70 Unrealized +16.1%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $1 Shares 4,137 Est. Cost $64.89 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $1 Shares 8,923 Est. Cost $0.07 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1 Shares 2,939 Est. Cost $61.00 Unrealized +179.8%
TRP TC ENERGY CORP F 0.1%
Value ($000) $1 Shares 11,203 Est. Cost $41.31 Unrealized +10.3%
BRDCY BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $1 Shares 30,800 Est. Cost $0.02 Unrealized
DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF 0.1%
Value ($000) $0 Shares 7,860 Est. Cost $0.06 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $0 Shares 6,001 Est. Cost $0.08 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 2,602 Est. Cost $169.49 Unrealized +14.0%
ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value ($000) $0 Shares 15,929 Est. Cost $0.03 Unrealized
RGA REINSURANCE GROUP AMER I 0.1%
Value ($000) $0 Shares 2,257 Est. Cost $203.32 Unrealized +7.2%
EG EVEREST REINSURANCE GR F 0.1%
Value ($000) $0 Shares 1,328 Est. Cost $370.33 Unrealized -0.4%
KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 17,600 Est. Cost $0.03 Unrealized
FN FABRINET F 0.1%
Value ($000) $0 Shares 2,108 Est. Cost $233.78 Unrealized +3.1%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $0 Shares 2,139 Est. Cost $188.01 Unrealized +8.0%
SLF SUN LIFE FINL INC F 0.1%
Value ($000) $0 Shares 7,714 Est. Cost $47.58 Unrealized +24.0%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,400 Est. Cost $85.78 Unrealized +58.4%
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 5,408 Est. Cost $0.09 Unrealized
NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 78,441 Est. Cost $0.01 Unrealized
FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $0 Shares 5,267 Est. Cost $0.10 Unrealized
ALC ALCON INC F 0.1%
Value ($000) $0 Shares 5,268 Est. Cost $67.72 Unrealized +32.7%
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 110,771 Est. Cost $0.00 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $0 Shares 3,700 Est. Cost $59.26 Unrealized +93.7%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 1,024 Est. Cost $372.83 Unrealized +11.0%
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 135 Est. Cost $1890.40 Unrealized +67.5%
NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 4,838 Est. Cost $0.09 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
AXIA ELETROBRAS ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 72,834 Est. Cost $8.65 Unrealized
UPS UNITED PARCEL SVC INC CLASS B 0.1%
Value ($000) $0 Shares 3,238 Est. Cost $121.61 Unrealized +0.6%
SPY SPDR S&P 500 ETF IV 0.1%
Value ($000) $0 Shares 694 Est. Cost $0.47 Unrealized
ADM ARCHER-DANIELS MIDLAND C 0.1%
Value ($000) $0 Shares 7,839 Est. Cost $53.17 Unrealized -2.6%
VTWAX VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL 0.1%
Value ($000) $0 Shares 9,239 Est. Cost $0.04 Unrealized
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $0 Shares 2,382 Est. Cost $123.98 Unrealized +30.0%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 7,003 Est. Cost $0.06 Unrealized
CRH CRH PUBLIC LIMITED CO F 0.1%
Value ($000) $0 Shares 4,084 Est. Cost $74.71 Unrealized +27.5%
ENB ENBRIDGE INC F 0.1%
Value ($000) $0 Shares 8,842 Est. Cost $35.75 Unrealized +9.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 8,065 Est. Cost $56.68 Unrealized -5.3%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 4,252 Est. Cost $0.10 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 4,607 Est. Cost $59.55 Unrealized +24.2%
CMBT CMB TECH NV F 0.1%
Value ($000) $0 Shares 34,442 Est. Cost $5.47 Unrealized +136.8%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.1%
Value ($000) $0 Shares 6,259 Est. Cost $32.12 Unrealized +62.2%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $0 Shares 2,933 Est. Cost $96.08 Unrealized +28.2%
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $0 Shares 3,102 Est. Cost $0.10 Unrealized
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 2,926 Est. Cost $0.12 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $0 Shares 4,510 Est. Cost $42.34 Unrealized +74.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 6,337 Est. Cost $45.74 Unrealized +6.7%
VZ VERIZON COMMUNICATIONS I 0.1%
Value ($000) $0 Shares 8,268 Est. Cost $40.11 Unrealized -1.8%
AU ANGLOGOLD ASHANTI PLC F 0.1%
Value ($000) $0 Shares 14,138 Est. Cost $22.43 Unrealized +10.9%
SUZ SUZANO S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 32,161 Est. Cost $0.01 Unrealized
EDU NEW ORIENTAL ED & TECH FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $0 Shares 5,023 Est. Cost $0.06 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $0 Shares 3,390 Est. Cost $88.94 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $0 Shares 2,103 Est. Cost $146.27 Unrealized +4.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $147.01 Unrealized +91.8%
TEL TE CONNECTIVITY PLC F 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $146.90 Unrealized -0.1%
FSKAX FIDELITY TOTAL MARKET INDEX 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $0.16 Unrealized
APTV APTIV PLC NEW F 0.1%
Value ($000) $0 Shares 5,103 Est. Cost $61.22 Unrealized 0.0%
FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 45,307 Est. Cost $0.01 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 13,414 Est. Cost $19.00 Unrealized +13.2%
DBP INVESCO DB PRECIOUS METALS FUND 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.05 Unrealized
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $0 Shares 1,003 Est. Cost $167.04 Unrealized +89.2%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 252 Est. Cost $53.77 Unrealized +50.0%
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
VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $0 Shares 34,768 Est. Cost $0.01 Unrealized
KELLANOVA 0.1%
Value ($000) $0 Shares 3,643 Est. Cost $69.09 Unrealized +13.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,427 Est. Cost $60.35 Unrealized +99.8%
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.1%
Value ($000) $0 Shares 2,907 Est. Cost $0.10 Unrealized
FHN FIRST HORIZON CORP 0.1%
Value ($000) $0 Shares 14,254 Est. Cost $15.42 Unrealized +17.9%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 5,265 Est. Cost $54.89 Unrealized +1.0%
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
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $0 Shares 55 Est. Cost $3654.84 Unrealized +30.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $139.01 Unrealized +4.7%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $0 Shares 1,174 Est. Cost $165.18 Unrealized +35.9%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $0.19 Unrealized
FBGRX FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $0 Shares 1,156 Est. Cost $0.21 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 770 Est. Cost $271.90 Unrealized +20.4%
TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $0 Shares 19,672 Est. Cost $0.01 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $0 Shares 497 Est. Cost $450.89 Unrealized +21.4%
CF CF INDS HLDGS INC 0.1%
Value ($000) $0 Shares 3,001 Est. Cost $84.24 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $0 Shares 12,689 Est. Cost $37.11 Unrealized -39.3%
FOX FOX CORP CLASS B 0.1%
Value ($000) $0 Shares 5,539 Est. Cost $41.69 Unrealized 0.0%
PDD PDD HOLDINGS INC FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $0 Shares 2,610 Est. Cost $0.10 Unrealized
WPM WHEATON PRECIOUS METAL F 0.1%
Value ($000) $0 Shares 4,201 Est. Cost $52.89 Unrealized +16.5%
LRCX LAM RESH CORP CLASS EQUITY 0.1%
Value ($000) $0 Shares 3,240 Est. Cost $74.98 Unrealized 0.0%
ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 11,518 Est. Cost $0.02 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 779 Est. Cost $265.73 Unrealized +14.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $0 Shares 2,616 Est. Cost $91.35 Unrealized +3.9%
DSGX DESCARTES SYS GROUP IN F 0.1%
Value ($000) $0 Shares 1,975 Est. Cost $111.51 Unrealized 0.0%
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
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
DODWX DODGE & COX GLOBAL STOCK I 0.1%
Value ($000) $0 Shares 15,332 Est. Cost $0.02 Unrealized
VRSK VERISK ANALYTICS INC CLASS A 0.1%
Value ($000) $0 Shares 761 Est. Cost $242.43 Unrealized +13.9%
DHR DANAHER CORP 0.1%
Value ($000) $0 Shares 903 Est. Cost $221.54 Unrealized +10.1%
SIRI SIRIUSXM HLDGS INC CLASS EQUITY 0.1%
Value ($000) $0 Shares 9,064 Est. Cost $31.06 Unrealized -17.9%
CRBG COREBRIDGE FINL INC 0.1%
Value ($000) $0 Shares 6,744 Est. Cost $29.75 Unrealized 0.0%