Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01-26-2024 | 12-31-2023 | 173 | 290,783,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $21,289,000 | 110,574 | 7.32 | 9.22 | -480 | -0.43 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 2 | $14,793,000 | 189,578 | 5.09 | 189,578 | +Inf | 12-31-2023 | |
| ALPHABET INC | CAP STK CL C | 3 | $14,069,000 | 99,831 | 4.84 | 6.39 | -68 | -0.07 | 12-31-2023 |
| ISHARES INC | MSCI EMERG MRKT | 4 | $13,558,000 | 243,885 | 4.66 | 243,885 | +Inf | 12-31-2023 |
