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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 251 | $354,000 | 811 | 0.12 | 811 | +Inf | 12-31-2023 | |
| ISHARES TR | SP SMCP600VL ETF | 252 | $344,000 | 3,334 | 0.12 | 3,334 | +Inf | 12-31-2023 | |
| SYSCO CORP | COM | 253 | $337,000 | 4,607 | 0.12 | 0.15 | 0 | 0.00 | 12-31-2023 |
| WEST FRASER TIMBER CO LTD | COM | Liquidated | $0 | 0 | 0.16 | 0.14 | -7 | -0.15 | 12-31-2023 |
