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The Analysis of Lester Murray Antman dba SimplyRich's Holdings & P&L

Currently, Lester Murray Antman dba SimplyRich holds 233 types of securities in its portfolio with a total value $390.9K. In the most recent quarter, they have increased their positions in N/A (+9.0K shares, valued at $1.8K), LVMUY (+14.8K shares, valued at $1.6K), N/A (+28.1K shares, valued at $1.6K); decreased their positions in WIT (-204.6K shares, valued at $433.3148551885184), EFAV (-4.5K shares, valued at $415.08592575894204), N/A (-54.7K shares, valued at $397.12788985291246); initiated new positions in N/A (+9.0K shares, valued at $1.8K), LVMUY (+14.8K shares, valued at $1.6K), N/A (+28.1K shares, valued at $1.6K).

1M P&L

+9.7M+3.05%

3M P&L

+8.4M+2.63%

HY P&L

+33.0M+11.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A71.6K

23.3%

2Consumer Electronics27.8K

9.0%

3Semiconductors18.8K

6.1%

Top Industries by Stock Count

1N/A23 stocks

12.0%

2Semiconductors6 stocks

3.1%

3Oil & Gas Integrated6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C95.3K shares-0.50%2026-03-312026-05-01

AAPL APPLE INC107.2K shares-0.13%2026-03-312026-05-01

USMV ISHARES MSCI USA MIN VOLFACTOR ETF217.9K shares-1.26%2026-03-312026-05-01

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A61.7K shares0.00%2026-03-312026-05-01

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF186.3K shares-2.38%2026-03-312026-05-01

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF222.4K shares-1.75%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS34.8K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP25.8K shares-0.09%2026-03-312026-05-01

Sponsored

V VISA INC CLASS CLASS A23.6K shares-0.00%2026-03-312026-05-01

WMT WALMART INC45.7K shares-0.14%2026-03-312026-05-01

HD HOME DEPOT INC16.9K shares-0.78%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC15.9K shares0.00%2026-03-312026-05-01

SCCO SOUTHERN COPPER CORP29.9K shares0.58%2026-03-312026-05-01

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF26.1K shares0.00%2026-03-312026-05-01

MCK MCKESSON CORP5.2K shares-0.02%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC15.1K shares-0.66%2026-03-312026-05-01

Sponsored

TJX TJX COS INC NEW23.4K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B7.3K shares-0.25%2026-03-312026-05-01

MCD MCDONALDS CORP10.8K shares-0.18%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP12.5K shares-0.30%2026-03-312026-05-01

REET ISHARES GLOBAL REIT ETF128.1K shares-8.64%2026-03-312026-05-01

AMGN AMGEN INC9.0K shares0.00%2026-03-312026-05-01

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS84.7K shares-1.75%2026-03-312026-05-01

RTX RTX CORP14.2K shares0.00%2026-03-312026-05-01

Sponsored

SHEL SHELL PLC FTENDER OFFER EXP:29.3K shares-0.27%2026-03-312026-05-01

CSCO CISCO SYS INC35.0K shares-0.51%2026-03-312026-05-01

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS17.8K shares-0.04%2026-03-312026-05-01

MA MASTERCARD INC CLASS CLASS A5.2K shares0.00%2026-03-312026-05-01

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS74.2K shares-2.36%2026-03-312026-05-01

ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.8K shares0.00%2026-03-312026-05-01

CME CME GROUP INC CLASS CLASS A8.2K shares0.15%2026-03-312026-05-01

TGS TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS67.4K shares3.09%2026-03-312026-05-01

Sponsored

BROADCOM INC BROADCOM INC7.5K shares0.00%2026-03-312026-05-01

VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS143.9K shares-2.60%2026-03-312026-05-01

IMO IMPERIAL OIL LTD F17.2K shares0.00%2026-03-312026-05-01

CB CHUBB LTD F6.9K shares-0.46%2026-03-312026-05-01

AMZN AMAZON.COM INC10.6K shares0.00%2026-03-312026-05-01

FDX FEDEX CORP6.1K shares0.00%2026-03-312026-05-01

PCAR PACCAR INC18.4K shares2.20%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC4.8K shares0.00%2026-03-312026-05-01

Sponsored

GIB CGI INC FCLASS CLASS A28.6K shares-2.81%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP3.1K shares0.00%2026-03-312026-05-01

RB GLOBAL INC F RB GLOBAL INC F21.6K shares-0.03%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW2.0K shares-1.49%2026-03-312026-05-01

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF16.4K shares1.96%2026-03-312026-05-01

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS63.2K shares-0.14%2026-03-312026-05-01

TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS9.2K shares-0.43%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP3.1K shares-0.95%2026-03-312026-05-01

Sponsored

ICE INTERCONTINENTAL EXCHANG11.9K shares0.00%2026-03-312026-05-01

AFL AFLAC INC16.5K shares-0.90%2026-03-312026-05-01

ASTRAZENECA PLC F ASTRAZENECA PLC F9.0K sharesnew addition2026-03-312026-05-01

ELV ELEVANCE HEALTH INC6.1K shares0.86%2026-03-312026-05-01

RACE FERRARI N V NEW F5.2K shares-1.58%2026-03-312026-05-01

EBAY EBAY INC19.2K shares0.00%2026-03-312026-05-01

PNC PNC FINL SERVICES8.3K shares0.00%2026-03-312026-05-01

CNI CANADIAN NATL RY CO F16.4K shares1.24%2026-03-312026-05-01

Sponsored

JCI JOHNSON CONTROLS INT F12.6K shares0.00%2026-03-312026-05-01

BVN COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS45.0K shares-1.57%2026-03-312026-05-01

LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS14.8K sharesnew addition2026-03-312026-05-01

ACCENTURE PLC IRELAND FCLASS CLASS A ACCENTURE PLC IRELAND FCLASS CLASS A8.1K shares0.00%2026-03-312026-05-01

UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS28.1K sharesnew addition2026-03-312026-05-01

CMCSA COMCAST CORP NEW CLASS A52.4K shares6.22%2026-03-312026-05-01

TTWO TAKE-TWO INTERACTIVE SOF7.6K shares0.00%2026-03-312026-05-01

ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS18.1K sharesnew addition2026-03-312026-05-01

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DCLASS A2 shares0.00%2026-03-312026-05-01

BN BROOKFIELD CORP FCLASS A35.4K shares0.00%2026-03-312026-05-01

CAT CATERPILLAR INC2.0K shares0.00%2026-03-312026-05-01

VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES15.1K shares0.00%2026-03-312026-05-01

NKE NIKE INC CLASS CLASS B24.6K shares0.00%2026-03-312026-05-01

ANGLOGOLD ASHANTI PLC F ANGLOGOLD ASHANTI PLC F13.2K shares-2.27%2026-03-312026-05-01

SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS7.4K shares0.00%2026-03-312026-05-01

GRMN GARMIN LTD F5.3K shares-1.43%2026-03-312026-05-01

Sponsored

RKT ROCKET COMPANIES CLA A CLASS A84.4K shares0.00%2026-03-312026-05-01

IBM IBM CORP4.9K shares-0.49%2026-03-312026-05-01

NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS13.8K shares0.34%2026-03-312026-05-01

ESLT ELBIT SYSTEMS LTD F1.4K shares0.00%2026-03-312026-05-01

RSG REPUBLIC SVCS INC5.2K shares0.00%2026-03-312026-05-01

SRE SEMPRA11.4K shares-0.58%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC4.3K shares0.00%2026-03-312026-05-01

NTTYY NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS43.6K sharesnew addition2026-03-312026-05-01

Sponsored

RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF23.2K shares0.00%2026-03-312026-05-01

RZV INVESCO S&P SMALLCAP 600PURE VALUE ETF8.4K shares-1.85%2026-03-312026-05-01

KOF COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS10.6K shares-1.63%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSIN5.1K shares-15.42%2026-03-312026-05-01

HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS12.5K shares0.47%2026-03-312026-05-01

DIS DISNEY WALT CO10.6K shares0.00%2026-03-312026-05-01

PG PROCTER & GAMBLE CO6.8K shares-0.10%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC5.7K shares-1.57%2026-03-312026-05-01

Sponsored

LYB LYONDELLBASELL INDUSTR FCLASS A12.0K shares0.68%2026-03-312026-05-01

KO THE COCA-COLA CO12.6K shares1.13%2026-03-312026-05-01

UNP UNION PAC CORP3.9K shares0.00%2026-03-312026-05-01

AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS31.9K shares173.73%2026-03-312026-05-01

PEP PEPSICO INC5.2K shares0.00%2026-03-312026-05-01

EBR AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS70.2K shares0.00%2026-03-312026-05-01

GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS17.3K shares0.00%2026-03-312026-05-01

CAH CARDINAL HEALTH INC3.7K shares0.00%2026-03-312026-05-01

Sponsored

PYPL PAYPAL HLDGS INC17.3K shares-5.99%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC CLASS A13.4K shares-4.80%2026-03-312026-05-01

ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS20.7K shares-1.34%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS12.8K shares-0.80%2026-03-312026-05-01

T AT&T INC25.7K shares14.73%2026-03-312026-05-01

LINDE PLC F LINDE PLC F1.5K shares27.39%2026-03-312026-05-01

CVS CVS HEALTH CORP10.3K shares0.00%2026-03-312026-05-01

TOTALENERGIES F TOTALENERGIES F8.0K sharesnew addition2026-03-312026-05-01

Sponsored

MERCK & CO. INC. MERCK & CO. INC.6.1K shares0.00%2026-03-312026-05-01

WM WASTE MGMT INC DEL3.1K shares-1.23%2026-03-312026-05-01

PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS34.4K shares0.82%2026-03-312026-05-01

NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS88.1K shares17.40%2026-03-312026-05-01

TRP TC ENERGY CORP F11.1K shares-0.02%2026-03-312026-05-01

LAM RESH CORP LAM RESH CORP3.2K shares0.00%2026-03-312026-05-01

KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS17.6K sharesnew addition2026-03-312026-05-01

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR683.8K sharesnew addition2026-03-312026-05-01

Sponsored

ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS15.9K sharesnew addition2026-03-312026-05-01

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES3.1K shares0.00%2026-03-312026-05-01

HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS65.8K shares-0.89%2026-03-312026-05-01

SLF SUN LIFE FINL INC F10.5K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO5.0K shares0.00%2026-03-312026-05-01

SBS COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS21.2K shares-2.24%2026-03-312026-05-01

DLS WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND7.9K shares0.00%2026-03-312026-05-01

RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS46.1K shares7.65%2026-03-312026-05-01

Sponsored

BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS61.6K sharesnew addition2026-03-312026-05-01

KEYS KEYSIGHT TECHNOLOGIES IN2.2K shares0.00%2026-03-312026-05-01

DHI D R HORTON INC4.6K shares0.00%2026-03-312026-05-01

CHT CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS14.9K shares0.00%2026-03-312026-05-01

RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS6.7K shares-1.03%2026-03-312026-05-01

ENB ENBRIDGE INC F11.5K shares0.00%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP3.4K shares0.00%2026-03-312026-05-01

LOGI LOGITECH INTERNTNL S FCLASS CLASS N6.7K shares-4.35%2026-03-312026-05-01

Sponsored

BIDU BAIDU INC F5.5K shares-2.03%2026-03-312026-05-01

META META PLATFORMS INC CLASS CLASS A1.1K shares0.00%2026-03-312026-05-01

ORCL ORACLE CORP4.1K shares0.00%2026-03-312026-05-01

VANGUARD TOTAL STOCK MKT IDX ADM VANGUARD TOTAL STOCK MKT IDX ADM3.9K sharesnew addition2026-03-312026-05-01

FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS5.4K shares-1.10%2026-03-312026-05-01

SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS28.7K shares-3.57%2026-03-312026-05-01

THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/266.5K shares-7.27%2026-03-312026-05-01

FIDELITY INFLATION-PROT BD INDEX FIDELITY INFLATION-PROT BD INDEX63.7K sharesnew addition2026-03-312026-05-01

Sponsored

LNG CHENIERE ENERGY INC2.0K shares-0.39%2026-03-312026-05-01

DE DEERE & CO1.0K shares-1.25%2026-03-312026-05-01

WTW WILLIS TOWERS WATSON P F2.0K shares-2.08%2026-03-312026-05-01

TGT TARGET CORP EQUITY CLASS EQUITY4.7K shares0.00%2026-03-312026-05-01

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS30.7K shares-1.40%2026-03-312026-05-01

AON PLC FCLASS CLASS A AON PLC FCLASS CLASS A1.7K shares0.00%2026-03-312026-05-01

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS4.9K shares-0.04%2026-03-312026-05-01

WPM WHEATON PRECIOUS METAL F4.2K shares0.00%2026-03-312026-05-01

Sponsored

DBP INVESCO DB PRECIOUS METALS FUND5.0K shares0.00%2026-03-312026-05-01

INTC INTEL CORP12.4K shares0.00%2026-03-312026-05-01

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS4.3K shares-0.05%2026-03-312026-05-01

DODGE & COX STOCK I DODGE & COX STOCK I32.7K sharesnew addition2026-03-312026-05-01

PBR.A PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS28.0K shares1.10%2026-03-312026-05-01

VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS31.9K shares0.02%2026-03-312026-05-01

AZO AUTOZONE INC150 shares11.11%2026-03-312026-05-01

PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS35.7K shares-6.66%2026-03-312026-05-01

Sponsored

GLD SPDR GOLD SHARES1.1K shares0.00%2026-03-312026-05-01

BARRICK MNG CORP F BARRICK MNG CORP F11.4K shares-3.02%2026-03-312026-05-01

CHKP CHECK POINT SOFTWARE T F3.3K shares-3.44%2026-03-312026-05-01

TE CONNECTIVITY PLC F TE CONNECTIVITY PLC F2.2K shares0.00%2026-03-312026-05-01

VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL9.2K sharesnew addition2026-03-312026-05-01

SPY STATE STREET SPDR S&P 500 ETF TRUST694 shares0.00%2026-03-312026-05-01

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS32.7K shares-29.51%2026-03-312026-05-01

VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS29.3K shares-0.26%2026-03-312026-05-01

Sponsored

TSEM TOWER SEMICONDUCTOR LT F2.5K shares-2.50%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS I8.6K shares4.45%2026-03-312026-05-01

CRH PUBLIC LIMITED CO F CRH PUBLIC LIMITED CO F4.1K shares0.00%2026-03-312026-05-01

SHY ISHARES 1-3 YEAR TREASURY BOND ETF5.2K shares-7.67%2026-03-312026-05-01

ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS37.6K sharesnew addition2026-03-312026-05-01

SCHW CHARLES SCHWAB CORP4.5K shares0.00%2026-03-312026-05-01

TEF TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS97.6K shares-1.79%2026-03-312026-05-01

GOGL CMB TECH NV F33.2K shares-3.04%2026-03-312026-05-01

Sponsored

BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS27.2K sharesnew addition2026-03-312026-05-01

DGX QUEST DIAGNOSTICS INC2.1K shares2.18%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares0.00%2026-03-312026-05-01

AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS56.4K shares-49.26%2026-03-312026-05-01

MO ALTRIA GROUP INC6.2K shares-0.31%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-03-312026-05-01

SU SUNCOR ENERGY INC NEW F6.0K shares1.30%2026-03-312026-05-01

A AGILENT TECHNOLOGIES INC3.4K shares0.00%2026-03-312026-05-01

Sponsored

ASX ASE TECHNOLOGY HLDG CO FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS17.7K shares0.00%2026-03-312026-05-01

INTERNATIONAL EQUITY INDEX POOL INTERNATIONAL EQUITY INDEX POOL14.4K sharesnew addition2026-03-312026-05-01

CVX CHEVRON CORP NEW1.8K shares0.00%2026-03-312026-05-01

SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS12.8K shares5.20%2026-03-312026-05-01

ORLY O REILLY AUTOMOTIVE INC4.0K shares0.00%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC CLASS CLASS C2.2K shares0.00%2026-03-312026-05-01

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.1K shares0.00%2026-03-312026-05-01

TOTAL MARKET EQUITY INDEX POOL TOTAL MARKET EQUITY INDEX POOL5.7K sharesnew addition2026-03-312026-05-01

Sponsored

VLO VALERO ENERGY CORP NEW1.4K shares0.00%2026-03-312026-05-01

FIDELITY TOTAL MARKET INDEX FIDELITY TOTAL MARKET INDEX1.9K sharesnew addition2026-03-312026-05-01

ALC ALCON INC F4.6K shares-1.32%2026-03-312026-05-01

NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS42.6K shares1.33%2026-03-312026-05-01

JANX JANUX THERAPEUTICS INC24.3K shares0.00%2026-03-312026-05-01

SYY SYSCO CORP4.6K shares0.00%2026-03-312026-05-01

TS TENARIS S A FSPONSORED ADR 1 ADR REPS 2 ORD SHS5.6K sharesnew addition2026-03-312026-05-01

SCHWAB TOTAL STOCK MARKET INDEX SCHWAB TOTAL STOCK MARKET INDEX20.4K sharesnew addition2026-03-312026-05-01

Sponsored

BKR BAKER HUGHES CO. A CLASS CLASS A5.2K sharesnew addition2026-03-312026-05-01

MFC MANULIFE FINL CORP F9.2K sharesnew addition2026-03-312026-05-01

FSLY FASTLY INC CLASS A10.7K sharesnew addition2026-03-312026-05-01

ZTS ZOETIS INC CLASS CLASS A2.6K sharesnew addition2026-03-312026-05-01

ADM ARCHER-DANIELS MIDLAND C4.1K shares1.48%2026-03-312026-05-01

TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS6.0K shares-29.09%2026-03-312026-05-01

VRSK VERISK ANALYTICS INC CLASS A1.6K sharesnew addition2026-03-312026-05-01

FOX FOX CORP CLASS B5.4K shares-4.56%2026-03-312026-05-01

Sponsored

FIDELITY BLUE CHIP GROWTH FIDELITY BLUE CHIP GROWTH1.2K sharesnew addition2026-03-312026-05-01

PDD PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS2.8K shares0.00%2026-03-312026-05-01

FHN FIRST HORIZON CORP12.5K shares-5.06%2026-03-312026-05-01

ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS11.1K sharesnew addition2026-03-312026-05-01

SNA SNAP ON INC769 shares9.23%2026-03-312026-05-01

BROOKFIELD ASSET MGMT FCLASS A BROOKFIELD ASSET MGMT FCLASS A6.3K shares-0.06%2026-03-312026-05-01

PSA PUBLIC STORAGE REIT999 shares-0.10%2026-03-312026-05-01

CNQ CANADIAN NAT RES LTD F5.4K sharesnew addition2026-03-312026-05-01

Sponsored

CMI CUMMINS INC474 shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INC1.3K shares0.00%2026-03-312026-05-01

SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS3.2K sharesnew addition2026-03-312026-05-01

PKG PACKAGING CORP AMER1.1K shares-3.23%2026-03-312026-05-01

MPC MARATHON PETE CORP984 sharesnew addition2026-03-312026-05-01

BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.7K shares-5.61%2026-03-312026-05-01

DODGE & COX GLOBAL STOCK I DODGE & COX GLOBAL STOCK I15.1K sharesnew addition2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC479 shares0.00%2026-03-312026-05-01

Sponsored

BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES55 shares0.00%2026-03-312026-05-01

FAST FASTENAL CO5.0K sharesnew addition2026-03-312026-05-01

RTO RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS7.3K shares1.78%2026-03-312026-05-01

TD TORONTO DOMINION BK ON F2.4K shares0.00%2026-03-312026-05-01

SUZ SUZANO S A ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS22.2K shares2.09%2026-03-312026-05-01

WDS WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS9.2K sharesnew addition2026-03-312026-05-01

ABEV AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS75.0K sharesnew addition2026-03-312026-05-01

EXPD EXPEDITORS INTL WASH INCCLASS CLASS A1.5K shares-3.64%2026-03-312026-05-01

Sponsored

SLB SLB LIMITED F4.1K sharesnew addition2026-03-312026-05-01

JNJ JOHNSON & JOHNSON861 sharesnew addition2026-03-312026-05-01

CF CF INDS HLDGS INC1.6K sharesnew addition2026-03-312026-05-01

RY ROYAL BANK OF CANADA F1.3K shares0.00%2026-03-312026-05-01

KUBTY KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS2.6K sharesnew addition2026-03-312026-05-01

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS96.8K shares-67.88%2026-03-312026-05-01

IDXX IDEXX LABS INC364 shares0.00%2026-03-312026-05-01

CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS18.4K sharesnew addition2026-03-312026-05-01

Sponsored

GILD GILEAD SCIENCES INC1.4K sharesnew addition2026-03-312026-05-01

ALPHABET INC CLASS CLASS C

-0.50%

Shares95.3K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.13%

Shares107.2K

Event2026-03-31

Filed2026-05-01

USMV

ISHARES MSCI USA MIN VOLFACTOR ETF

-1.26%

Shares217.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC CLASS CLASS A

0.00%

Shares61.7K

Event2026-03-31

Filed2026-05-01

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

-2.38%

Shares186.3K

Event2026-03-31

Filed2026-05-01

EEMV

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-1.75%

Shares222.4K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

0.00%

Shares34.8K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.09%

Shares25.8K

Event2026-03-31

Filed2026-05-01

VISA INC CLASS CLASS A

-0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-0.14%

Shares45.7K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-0.78%

Shares16.9K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-01

SCCO

SOUTHERN COPPER CORP

0.58%

Shares29.9K

Event2026-03-31

Filed2026-05-01

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares26.1K

Event2026-03-31

Filed2026-05-01

MCK

MCKESSON CORP

-0.02%

Shares5.2K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-0.66%

Shares15.1K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

0.00%

Shares23.4K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY CLASS B

-0.25%

Shares7.3K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-0.18%

Shares10.8K

Event2026-03-31

Filed2026-05-01

THE CIGNA GROUP

-0.30%

Shares12.5K

Event2026-03-31

Filed2026-05-01

REET

ISHARES GLOBAL REIT ETF

-8.64%

Shares128.1K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-01

NVO

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-1.75%

Shares84.7K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORP

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-01

SHEL

SHELL PLC FTENDER OFFER EXP:

-0.27%

Shares29.3K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-0.51%

Shares35.0K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-0.04%

Shares17.8K

Event2026-03-31

Filed2026-05-01

MASTERCARD INC CLASS CLASS A

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

RELX

RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-2.36%

Shares74.2K

Event2026-03-31

Filed2026-05-01

ASML

ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

CME

CME GROUP INC CLASS CLASS A

0.15%

Shares8.2K

Event2026-03-31

Filed2026-05-01

TGS

TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS

3.09%

Shares67.4K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-01

VIPS

VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

-2.60%

Shares143.9K

Event2026-03-31

Filed2026-05-01

IMO

IMPERIAL OIL LTD F

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-01

CHUBB LTD F

-0.46%

Shares6.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON.COM INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-01

PCAR

PACCAR INC

2.20%

Shares18.4K

Event2026-03-31

Filed2026-05-01

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-01

GIB

CGI INC FCLASS CLASS A

-2.81%

Shares28.6K

Event2026-03-31

Filed2026-05-01

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

RB GLOBAL INC F

-0.03%

Shares21.6K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHSL CORP NEW

-1.49%

Shares2.0K

Event2026-03-31

Filed2026-05-01

ACWV

ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

1.96%

Shares16.4K

Event2026-03-31

Filed2026-05-01

ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-0.14%

Shares63.2K

Event2026-03-31

Filed2026-05-01

TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS

-0.43%

Shares9.2K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

-0.95%

Shares3.1K

Event2026-03-31

Filed2026-05-01

ICE

INTERCONTINENTAL EXCHANG

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-01

AFL

AFLAC INC

-0.90%

Shares16.5K

Event2026-03-31

Filed2026-05-01

ASTRAZENECA PLC F

New

Shares9.0K

Event2026-03-31

Filed2026-05-01

ELV

ELEVANCE HEALTH INC

0.86%

Shares6.1K

Event2026-03-31

Filed2026-05-01

RACE

FERRARI N V NEW F

-1.58%

Shares5.2K

Event2026-03-31

Filed2026-05-01

EBAY

EBAY INC

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-01

PNC

PNC FINL SERVICES

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-01

CNI

CANADIAN NATL RY CO F

1.24%

Shares16.4K

Event2026-03-31

Filed2026-05-01

JCI

JOHNSON CONTROLS INT F

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-01

BVN

COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-1.57%

Shares45.0K

Event2026-03-31

Filed2026-05-01

LVMUY

LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

New

Shares14.8K

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND FCLASS CLASS A

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-01

UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

New

Shares28.1K

Event2026-03-31

Filed2026-05-01

CMCSA

COMCAST CORP NEW CLASS A

6.22%

Shares52.4K

Event2026-03-31

Filed2026-05-01

TTWO

TAKE-TWO INTERACTIVE SOF

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-01

ABBNY

ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

New

Shares18.1K

Event2026-03-31

Filed2026-05-01

BRK.A

BERKSHIRE HATHAWAY INC DCLASS A

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

BROOKFIELD CORP FCLASS A

0.00%

Shares35.4K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD REAL ESTATE INDEX FUND ETF SHARES

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC CLASS CLASS B

0.00%

Shares24.6K

Event2026-03-31

Filed2026-05-01

ANGLOGOLD ASHANTI PLC F

-2.27%

Shares13.2K

Event2026-03-31

Filed2026-05-01

SAP

SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-01

GRMN

GARMIN LTD F

-1.43%

Shares5.3K

Event2026-03-31

Filed2026-05-01

RKT

ROCKET COMPANIES CLA A CLASS A

0.00%

Shares84.4K

Event2026-03-31

Filed2026-05-01

IBM

IBM CORP

-0.49%

Shares4.9K

Event2026-03-31

Filed2026-05-01

NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS

0.34%

Shares13.8K

Event2026-03-31

Filed2026-05-01

ESLT

ELBIT SYSTEMS LTD F

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

RSG

REPUBLIC SVCS INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

SRE

SEMPRA

-0.58%

Shares11.4K

Event2026-03-31

Filed2026-05-01

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-01

NTTYY

NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS

New

Shares43.6K

Event2026-03-31

Filed2026-05-01

RWO

STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF

0.00%

Shares23.2K

Event2026-03-31

Filed2026-05-01

RZV

INVESCO S&P SMALLCAP 600PURE VALUE ETF

-1.85%

Shares8.4K

Event2026-03-31

Filed2026-05-01

KOF

COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS

-1.63%

Shares10.6K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSIN

-15.42%

Shares5.1K

Event2026-03-31

Filed2026-05-01

HSBC

HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

0.47%

Shares12.5K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-0.10%

Shares6.8K

Event2026-03-31

Filed2026-05-01

MMC

MARSH & MCLENNAN COS INC

-1.57%

Shares5.7K

Event2026-03-31

Filed2026-05-01

LYB

LYONDELLBASELL INDUSTR FCLASS A

0.68%

Shares12.0K

Event2026-03-31

Filed2026-05-01

THE COCA-COLA CO

1.13%

Shares12.6K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-01

AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS

173.73%

Shares31.9K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

EBR

AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares70.2K

Event2026-03-31

Filed2026-05-01

GFI

GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-01

CAH

CARDINAL HEALTH INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-01

PYPL

PAYPAL HLDGS INC

-5.99%

Shares17.3K

Event2026-03-31

Filed2026-05-01

MDLZ

MONDELEZ INTL INC CLASS A

-4.80%

Shares13.4K

Event2026-03-31

Filed2026-05-01

ATAT

ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS

-1.34%

Shares20.7K

Event2026-03-31

Filed2026-05-01

BTI

BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

-0.80%

Shares12.8K

Event2026-03-31

Filed2026-05-01

AT&T INC

14.73%

Shares25.7K

Event2026-03-31

Filed2026-05-01

LINDE PLC F

27.39%

Shares1.5K

Event2026-03-31

Filed2026-05-01

CVS

CVS HEALTH CORP

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-01

TOTALENERGIES F

New

Shares8.0K

Event2026-03-31

Filed2026-05-01

MERCK & CO. INC.

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

-1.23%

Shares3.1K

Event2026-03-31

Filed2026-05-01

PBR

PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS

0.82%

Shares34.4K

Event2026-03-31

Filed2026-05-01

NMR

NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

17.40%

Shares88.1K

Event2026-03-31

Filed2026-05-01

TRP

TC ENERGY CORP F

-0.02%

Shares11.1K

Event2026-03-31

Filed2026-05-01

LAM RESH CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-01

KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

New

Shares17.6K

Event2026-03-31

Filed2026-05-01

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

New

Shares683.8K

Event2026-03-31

Filed2026-05-01

ALIZY

ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

New

Shares15.9K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

HLN

HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

-0.89%

Shares65.8K

Event2026-03-31

Filed2026-05-01

SLF

SUN LIFE FINL INC F

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-01

SBS

COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-2.24%

Shares21.2K

Event2026-03-31

Filed2026-05-01

DLS

WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-01

RDY

DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

7.65%

Shares46.1K

Event2026-03-31

Filed2026-05-01

BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

New

Shares61.6K

Event2026-03-31

Filed2026-05-01

KEYS

KEYSIGHT TECHNOLOGIES IN

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

DHI

D R HORTON INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-01

CHT

CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-01

RIO

RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-1.03%

Shares6.7K

Event2026-03-31

Filed2026-05-01

ENB

ENBRIDGE INC F

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-01

LOGI

LOGITECH INTERNTNL S FCLASS CLASS N

-4.35%

Shares6.7K

Event2026-03-31

Filed2026-05-01

BIDU

BAIDU INC F

-2.03%

Shares5.5K

Event2026-03-31

Filed2026-05-01