Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 05-03-2024 | 03-31-2024 | 179 | 309,497,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,905,000 | 110,246 | 6.11 | 7.32 | -328 | -0.30 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 2 | $15,842,000 | 189,537 | 5.12 | 5.09 | -41 | -0.02 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 3 | $15,191,000 | 99,768 | 4.91 | 4.84 | -63 | -0.06 | 03-31-2024 |
| ISHARES INC | MSCI EMERG MRKT | 4 | $14,004,000 | 247,449 | 4.52 | 4.66 | 3,564 | 1.46 | 03-31-2024 |
