Lester Murray Antman dba SimplyRich
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1725888
Institutional-grade research for retail investors
13F Reported Value
ⓘ$390,927
Holdings
233
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lester Murray Antman dba SimplyRich disclosed 233 positions worth $390,927 in its Form 13F-HR for Q1 2026, led by $GOOGL (Alphabet Inc.) at 7.0% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 40 new positions and exited 6 and a full exit from $TME. The portfolio is most concentrated in Technology (32.2% of disclosed assets). All figures are sourced directly from Lester Murray Antman dba SimplyRich’s Form 13F-HR filing with the SEC under CIK 1725888.
AI Fund Analysis
Diversifying
$GOOG7.0% weight
Held 9 quarters
$AAPL7.0% weight
Held 9 quarters
ISHARES MSCI USA MIN VOLFA
5.2% weight
Held 9 quarters
$GOOG4.5% weight
Held 9 quarters
ISHARES MSCI EAFE MIN VO
4.3% weight
Held 9 quarters
$SCCO8 quarters accumulating
ISHARES MSCI GLOBAL MIN VO
7 quarters accumulating
$NGG3 quarters accumulating
$VALE3 quarters accumulating
$TGS2 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 80.2#45
Quality
$27.3K95,336 sh - 76.1#112
Quality
$27.2K107,245 sh ISHARES MSCI USA MIN VOLFACTOR ETF
—Quality
$20.2K217,943 sh- 80.2
Quality
$17.7K61,722 sh ISHARES MSCI EAFE MIN VOL FACTOR ETF
—Quality
$17.0K186,312 shISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
—Quality
$14.4K222,435 sh- $11.8K34,816 sh
- 83.7
Quality
$9.6K25,817 sh - 83.5
Quality
$7.1K23,551 sh - 63.2
Quality
$5.7K45,727 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $27.3K | 95,336 |
| Apple Inc.$AAPL | 76.1#112 | $27.2K | 107,245 |
| ISHARES MSCI USA MIN VOLFACTOR ETF | — | $20.2K | 217,943 |
| Alphabet Inc.$GOOG | 80.2 | $17.7K | 61,722 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | — | $17.0K | 186,312 |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | — | $14.4K | 222,435 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $11.8K | 34,816 |
 MICROSOFT CORP$MSFT | 83.7 | $9.6K | 25,817 |
 VISA INC.$V | 83.5 | $7.1K | 23,551 |
 Walmart Inc.$WMT | 63.2 | $5.7K | 45,727 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lester Murray Antman dba SimplyRich's 233 positions.
Showing top 10 of 233 holdings.
Sector Allocation
Technology
$125,974
Other
$75,108
Financials
$42,440
Industrials
$36,896
Consumer Discretionary
$29,148
Healthcare
$24,898
Materials
$15,714
Energy
$14,185
Full Holdings — Lester Murray Antman dba SimplyRich (Q1 2026)
All 233 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $27,348 | 7.0% | -0% | 80.2 |
| 2 | $AAPL | Apple Inc. | $27,217 | 7.0% | -0% | 76.1 |
| 3 | — | ISHARES MSCI USA MIN VOLFACTOR ETF | $20,212 | 5.2% | -1% | — |
| 4 | $GOOG | Alphabet Inc. | $17,748 | 4.5% | +0% | 80.2 |
| 5 | — | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $17,023 | 4.3% | -2% | — |
| 6 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $14,398 | 3.7% | -2% | — |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $11,766 | 3.0% | +0% | — |
| 8 | $MSFT | MICROSOFT CORP | $9,556 | 2.4% | -0% | 83.7 |
| 9 | $V | VISA INC. | $7,118 | 1.8% | -0% | 83.5 |
| 10 | $WMT | Walmart Inc. | $5,682 | 1.4% | -0% | 63.2 |
| 11 |  $HD | HOME DEPOT, INC. | $5,570 | 1.4% | -1% | 69.2 |
| 12 |  $MU | MICRON TECHNOLOGY INC | $5,371 | 1.4% | +0% | 88.4 |
| 13 | $SCCO | SOUTHERN COPPER CORP/ | $5,141 | 1.3% | +1% | 86.6 |
| 14 |  $IVZ | Invesco Ltd. | $5,006 | 1.3% | +0% | — |
| 15 |  $MCK | MCKESSON CORP | $4,492 | 1.1% | -0% | 63.7 |
| 16 |  $UNH | UNITEDHEALTH GROUP INC | $4,086 | 1.1% | -1% | 66.8 |
| 17 |  $TJX | TJX COMPANIES INC /DE/ | $3,730 | 0.9% | +0% | 70.7 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3,478 | 0.9% | -0% | 64.5 |
| 19 |  $MCD | MCDONALDS CORP | $3,357 | 0.9% | -0% | 73.9 |
| 20 |  $CI | Cigna Group | $3,325 | 0.8% | -0% | 66.8 |
| 21 | — | ISHARES GLOBAL REIT ETF | $3,221 | 0.8% | -9% | — |
| 22 |  $AMGN | AMGEN INC | $3,166 | 0.8% | +0% | 79.5 |
| 23 |  $NVO | NOVO NORDISK A S | $3,114 | 0.8% | -2% | — |
| 24 |  $RTX | RTX Corp | $2,742 | 0.7% | +0% | 70 |
| 25 |  $SHEL | Shell plc | $2,723 | 0.7% | -0% | — |
| 26 |  $NVS | NOVARTIS AG | $2,713 | 0.7% | -0% | — |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $2,713 | 0.7% | -1% | 72.3 |
| 28 |  $MA | Mastercard Inc | $2,579 | 0.7% | +0% | 81.7 |
| 29 |  $RELX | RELX PLC | $2,458 | 0.6% | -2% | — |
| 30 |  $ASML | ASML HOLDING NV | $2,417 | 0.6% | +0% | — |
| 31 |  $CME | CME GROUP INC. | $2,410 | 0.6% | +0% | 74.5 |
| 32 | $TGS | GAS TRANSPORTER OF THE SOUTH INC | $2,333 | 0.6% | +3% | — |
| 33 |  $AVGO | Broadcom Inc. | $2,312 | 0.6% | +0% | 86.4 |
| 34 |  $VIPS | Vipshop Holdings Ltd | $2,261 | 0.6% | -3% | — |
| 35 |  $IMO | IMPERIAL OIL LTD | $2,245 | 0.6% | +0% | — |
| 36 |  $CB | Chubb Ltd | $2,236 | 0.6% | -0% | — |
| 37 |  $AMZN | AMAZON COM INC | $2,217 | 0.6% | +0% | 74.6 |
| 38 |  $FDX | FEDEX CORP | $2,172 | 0.6% | +0% | 60.3 |
| 39 |  $PCAR | PACCAR INC | $2,120 | 0.5% | +2% | 56.5 |
| 40 |  $MSI | Motorola Solutions, Inc. | $2,102 | 0.5% | +0% | 73.8 |
| 41 |  $GIB | CGI INC | $2,093 | 0.5% | -3% | — |
| 42 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2,092 | 0.5% | +0% | 60.5 |
| 43 |  $RBA | RB GLOBAL INC. | $2,070 | 0.5% | -0% | — |
| 44 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,039 | 0.5% | -1% | 67 |
| 45 | — | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $1,962 | 0.5% | +2% | — |
| 46 |  $IX | ORIX CORP | $1,896 | 0.5% | -0% | — |
| 47 |  $LMT | LOCKHEED MARTIN CORP | $1,889 | 0.5% | -1% | 65 |
| 48 |  $TM | TOYOTA MOTOR CORP/ | $1,889 | 0.5% | -0% | — |
| 49 |  $ICE | Intercontinental Exchange, Inc. | $1,870 | 0.5% | +0% | 73.8 |
| 50 |  $AFL | AFLAC INC | $1,806 | 0.5% | -1% | 60.3 |
| 51 |  $AZN | ASTRAZENECA PLC | $1,784 | 0.5% | -50% | — |
| 52 |  $ELV | Elevance Health, Inc. | $1,780 | 0.5% | +1% | 59.4 |
| 53 |  $RACE | Ferrari N.V. | $1,771 | 0.5% | -2% | — |
| 54 |  $EBAY | EBAY INC | $1,749 | 0.5% | +0% | 69.3 |
| 55 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1,717 | 0.4% | +0% | 70.9 |
| 56 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $1,684 | 0.4% | +1% | — |
| 57 |  $JCI | Johnson Controls International plc | $1,650 | 0.4% | +0% | — |
| 58 |  $BVN | BUENAVENTURA MINING CO INC | $1,622 | 0.4% | -2% | — |
| 59 | — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $1,616 | 0.4% | NEW | — |
| 60 |  $ACN | Accenture plc | $1,603 | 0.4% | +0% | — |
| 61 |  $UL | UNILEVER PLC | $1,599 | 0.4% | NEW | — |
| 62 |  $CCZ | COMCAST CORP | $1,503 | 0.4% | +6% | 70.4 |
| 63 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1,493 | 0.4% | +0% | 47.2 |
| 64 | — | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,454 | 0.4% | NEW | — |
| 65 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1,436 | 0.4% | +0% | 64.5 |
| 66 |  $BN | BROOKFIELD Corp /ON/ | $1,430 | 0.4% | +0% | — |
| 67 |  $CAT | CATERPILLAR INC | $1,414 | 0.4% | +0% | 67.8 |
| 68 | — | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $1,337 | 0.3% | +0% | — |
| 69 |  $NKE | NIKE, Inc. | $1,297 | 0.3% | +0% | 53.4 |
| 70 |  $AU | AngloGold Ashanti PLC | $1,287 | 0.3% | -2% | — |
| 71 |  $SAP | SAP SE | $1,262 | 0.3% | +0% | — |
| 72 |  $GRMN | GARMIN LTD | $1,219 | 0.3% | -1% | — |
| 73 |  $RKT | Rocket Companies, Inc. | $1,203 | 0.3% | +0% | — |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1,191 | 0.3% | -0% | 66.7 |
| 75 | $NGG | NATIONAL GRID PLC | $1,168 | 0.3% | +0% | — |
| 76 |  $ESLT | ELBIT SYSTEMS LTD | $1,147 | 0.3% | +0% | — |
| 77 |  $RSG | REPUBLIC SERVICES, INC. | $1,142 | 0.3% | +0% | 72 |
| 78 |  $SRE | SEMPRA | $1,111 | 0.3% | -1% | 47.6 |
| 79 |  $ITW | ILLINOIS TOOL WORKS INC | $1,110 | 0.3% | +0% | 71.2 |
| 80 | — | NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | $1,087 | 0.3% | NEW | — |
| 81 | — | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $1,063 | 0.3% | +0% | — |
| 82 | — | INVESCO S&P SMALLCAP 600PURE VALUE ETF | $1,040 | 0.3% | -2% | — |
| 83 |  $KOF | COCA COLA FEMSA SAB DE CV | $1,033 | 0.3% | -2% | — |
| 84 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1,031 | 0.3% | -15% | 77.9 |
| 85 |  $HSBC | HSBC HOLDINGS PLC | $1,031 | 0.3% | +0% | — |
| 86 |  $DIS | Walt Disney Co | $1,018 | 0.3% | +0% | 68.9 |
| 87 |  $PG | PROCTER & GAMBLE Co | $988 | 0.3% | -0% | 72.9 |
| 88 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $980 | 0.3% | -2% | 71.5 |
| 89 |  $LYB | LyondellBasell Industries N.V. | $964 | 0.3% | +1% | — |
| 90 |  $KO | COCA COLA CO | $960 | 0.3% | +1% | 74 |
| 91 |  $UNP | UNION PACIFIC CORP | $946 | 0.2% | +0% | 74 |
| 92 |  $AMX | AMERICA MOVIL SAB DE CV/ | $813 | 0.2% | +174% | — |
| 93 |  $PEP | PEPSICO INC | $803 | 0.2% | +0% | 62.7 |
| 94 |  $AXIA | AXIA Energia S.A. | $791 | 0.2% | +0% | — |
| 95 |  $GFI | GOLD FIELDS LTD | $785 | 0.2% | +0% | — |
| 96 |  $CAH | CARDINAL HEALTH INC | $781 | 0.2% | +0% | 58.6 |
| 97 |  $PYPL | PayPal Holdings, Inc. | $781 | 0.2% | -6% | 70.5 |
| 98 |  $MDLZ | Mondelez International, Inc. | $771 | 0.2% | -5% | 53.9 |
| 99 |  $ATAT | Atour Lifestyle Holdings Ltd | $760 | 0.2% | -1% | — |
| 100 |  $BTI | British American Tobacco p.l.c. | $749 | 0.2% | -1% | — |
| 101 |  $T | AT&T INC. | $743 | 0.2% | +15% | 71.9 |
| 102 |  $LIN | LINDE PLC | $740 | 0.2% | +27% | — |
| 103 |  $CVS | CVS HEALTH Corp | $740 | 0.2% | +0% | 51.3 |
| 104 |  $TTE | TotalEnergies SE | $731 | 0.2% | NEW | — |
| 105 |  $MRK | Merck & Co., Inc. | $728 | 0.2% | +0% | 70.9 |
| 106 |  $WM | WASTE MANAGEMENT INC | $720 | 0.2% | -1% | 70.7 |
| 107 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $713 | 0.2% | +1% | — |
| 108 |  $NMR | NOMURA HOLDINGS INC | $695 | 0.2% | +17% | — |
| 109 |  $TRP | TC ENERGY CORP | $692 | 0.2% | -0% | — |
| 110 |  $LRCX | LAM RESEARCH CORP | $692 | 0.2% | +0% | 82.4 |
| 111 | — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $690 | 0.2% | NEW | — |
| 112 | — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $683 | 0.2% | NEW | — |
| 113 | — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $669 | 0.2% | NEW | — |
| 114 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $667 | 0.2% | +0% | — |
| 115 |  $HLN | Haleon plc | $658 | 0.2% | -1% | — |
| 116 |  $SLF | SUN LIFE FINANCIAL INC | $657 | 0.2% | +0% | — |
| 117 |  $EMR | EMERSON ELECTRIC CO | $656 | 0.2% | +0% | 65.9 |
| 118 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $646 | 0.2% | -2% | — |
| 119 |  $WT | WisdomTree, Inc. | $643 | 0.2% | +0% | 62.9 |
| 120 |  $RDY | DR REDDYS LABORATORIES LTD | $637 | 0.2% | +8% | — |
| 121 | — | BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $635 | 0.2% | NEW | — |
| 122 |  $KEYS | Keysight Technologies, Inc. | $634 | 0.2% | +0% | 72.3 |
| 123 |  $DHI | HORTON D R INC /DE/ | $630 | 0.2% | +0% | 54.6 |
| 124 |  $CHT | CHUNGHWA TELECOM CO LTD | $628 | 0.2% | +0% | — |
| 125 |  $RIO | RIO TINTO PLC | $627 | 0.2% | -1% | — |
| 126 |  $ENB | ENBRIDGE INC | $622 | 0.2% | +0% | — |
| 127 |  $COF | CAPITAL ONE FINANCIAL CORP | $615 | 0.2% | +0% | 71 |
| 128 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $613 | 0.2% | -4% | — |
| 129 |  $BIDU | Baidu, Inc. | $612 | 0.2% | -2% | — |
| 130 |  $META | Meta Platforms, Inc. | $605 | 0.1% | +0% | 80.9 |
| 131 |  $ORCL | ORACLE CORP | $605 | 0.1% | +0% | 67.2 |
| 132 | — | VANGUARD TOTAL STOCK MKT IDX ADM | $602 | 0.1% | NEW | — |
| 133 |  $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | $600 | 0.1% | -1% | — |
| 134 |  $SONY | Sony Group Corp | $593 | 0.1% | -4% | — |
| 135 |  $TRI | THOMSON REUTERS CORP /CAN/ | $585 | 0.1% | -7% | — |
| 136 | — | FIDELITY INFLATION-PROT BD INDEX | $582 | 0.1% | NEW | — |
| 137 |  $LNG | Cheniere Energy, Inc. | $581 | 0.1% | -0% | 48.4 |
| 138 |  $DE | DEERE & CO | $577 | 0.1% | -1% | 57.4 |
| 139 |  $WTW | WILLIS TOWERS WATSON PLC | $573 | 0.1% | -2% | — |
| 140 |  $TGT | TARGET CORP | $572 | 0.1% | +0% | 53.1 |
| 141 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $568 | 0.1% | -1% | — |
| 142 |  $AON | Aon plc | $552 | 0.1% | +0% | — |
| 143 |  $NTES | NetEase, Inc. | $551 | 0.1% | -0% | — |
| 144 |  $WPM | Wheaton Precious Metals Corp. | $550 | 0.1% | +0% | — |
| 145 |  $DBP | Invesco DB Precious Metals Fund | $550 | 0.1% | +0% | — |
| 146 |  $INTC | INTEL CORP | $548 | 0.1% | +0% | 41.5 |
| 147 |  $BABA | Alibaba Group Holding Ltd | $534 | 0.1% | -0% | — |
| 148 | — | DODGE & COX STOCK I | $526 | 0.1% | NEW | — |
| 149 | — | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $525 | 0.1% | +1% | — |
| 150 |  $AZO | AUTOZONE INC | $506 | 0.1% | +11% | 66.5 |
| 151 | $VALE | Vale S.A. | $506 | 0.1% | +0% | — |
| 152 |  $PSO | PEARSON PLC | $468 | 0.1% | -7% | — |
| 153 |  $GLD | SPDR GOLD TRUST | $468 | 0.1% | +0% | — |
| 154 |  $B | BARRICK MINING CORP | $467 | 0.1% | -3% | — |
| 155 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $465 | 0.1% | -3% | — |
| 156 |  $TEL | TE Connectivity plc | $459 | 0.1% | +0% | — |
| 157 |  $SPY | SPDR S&P 500 ETF TRUST | $451 | 0.1% | +0% | — |
| 158 | — | VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | $451 | 0.1% | NEW | — |
| 159 |  $INFY | Infosys Ltd | $442 | 0.1% | -30% | — |
| 160 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $440 | 0.1% | -0% | — |
| 161 |  $TSEM | TOWER SEMICONDUCTOR LTD | $438 | 0.1% | -2% | — |
| 162 |  $VZ | VERIZON COMMUNICATIONS INC | $432 | 0.1% | +4% | 71.6 |
| 163 |  $CRH | CRH PUBLIC LTD CO | $429 | 0.1% | +0% | — |
| 164 | — | ISHARES 1-3 YEAR TREASURY BOND ETF | $425 | 0.1% | -8% | — |
| 165 |  $SCHW | SCHWAB CHARLES CORP | $423 | 0.1% | +0% | 77.2 |
| 166 |  $ERIC | ERICSSON LM TELEPHONE CO | $423 | 0.1% | NEW | — |
| 167 | — | TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $423 | 0.1% | -2% | — |
| 168 |  $CMBT | CMB.TECH NV | $419 | 0.1% | -3% | — |
| 169 | — | BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $417 | 0.1% | NEW | — |
| 170 |  $DGX | QUEST DIAGNOSTICS INC | $413 | 0.1% | +2% | 69.1 |
| 171 |  $GD | GENERAL DYNAMICS CORP | $412 | 0.1% | +0% | 73 |
| 172 |  $MO | ALTRIA GROUP, INC. | $409 | 0.1% | -0% | 72.1 |
| 173 |  $AEG | AEGON LTD. | $409 | 0.1% | -49% | — |
| 174 |  $PM | Philip Morris International Inc. | $401 | 0.1% | +0% | 80.5 |
| 175 |  $SU | SUNCOR ENERGY INC | $396 | 0.1% | +1% | — |
| 176 |  $A | AGILENT TECHNOLOGIES, INC. | $387 | 0.1% | +0% | 64.6 |
| 177 |  $ASX | ASE Technology Holding Co., Ltd. | $384 | 0.1% | +0% | — |
| 178 | — | INTERNATIONAL EQUITY INDEX POOL | $382 | 0.1% | NEW | — |
| 179 |  $CVX | CHEVRON CORP | $379 | 0.1% | +0% | 54.7 |
| 180 |  $SKM | SK TELECOM CO LTD | $374 | 0.1% | +5% | — |
| 181 |  $ORLY | O REILLY AUTOMOTIVE INC | $368 | 0.1% | +0% | 72.7 |
| 182 |  $DELL | Dell Technologies Inc. | $367 | 0.1% | +0% | 76 |
| 183 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF | $367 | 0.1% | +0% | — |
| 184 | — | TOTAL MARKET EQUITY INDEX POOL | $356 | 0.1% | NEW | — |
| 185 |  $VLO | VALERO ENERGY CORP/TX | $354 | 0.1% | +0% | 51.4 |
| 186 | — | FIDELITY TOTAL MARKET INDEX | $344 | 0.1% | NEW | — |
| 187 |  $ALC | ALCON INC | $344 | 0.1% | -1% | — |
| 188 |  $NOK | NOKIA CORP | $342 | 0.1% | +1% | — |
| 189 |  $JANX | Janux Therapeutics, Inc. | $337 | 0.1% | +0% | 24.8 |
| 190 |  $SYY | SYSCO CORP | $328 | 0.1% | +0% | 58.4 |
| 191 |  $TS | TENARIS SA | $325 | 0.1% | NEW | — |
| 192 | — | SCHWAB TOTAL STOCK MARKET INDEX | $320 | 0.1% | NEW | — |
| 193 |  $BKR | Baker Hughes Co | $316 | 0.1% | NEW | 63.4 |
| 194 |  $MFC | MANULIFE FINANCIAL CORP | $315 | 0.1% | NEW | — |
| 195 |  $ZTS | Zoetis Inc. | $311 | 0.1% | NEW | 72.6 |
| 196 |  $FSLY | Fastly, Inc. | $311 | 0.1% | NEW | 40.2 |
| 197 |  $ADM | Archer-Daniels-Midland Co | $299 | 0.1% | +1% | 49.4 |
| 198 |  $TCOM | Trip.com Group Ltd | $298 | 0.1% | -29% | — |
| 199 |  $VRSK | Verisk Analytics, Inc. | $295 | 0.1% | NEW | 77.3 |
| 200 |  $FOX | Fox Corp | $287 | 0.1% | -5% | 65.1 |
| 201 | — | FIDELITY BLUE CHIP GROWTH | $286 | 0.1% | NEW | — |
| 202 |  $PDD | PDD Holdings Inc. | $286 | 0.1% | +0% | — |
| 203 |  $FHN | FIRST HORIZON CORP | $285 | 0.1% | -5% | 43.8 |
| 204 |  $ZTO | ZTO Express (Cayman) Inc. | $280 | 0.1% | NEW | — |
| 205 |  $SNA | Snap-on Inc | $279 | 0.1% | +9% | 69.3 |
| 206 |  $BAM | Brookfield Asset Management Ltd. | $277 | 0.1% | -0% | — |
| 207 |  $PSA | Public Storage | $270 | 0.1% | -0% | 73.9 |
| 208 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $261 | 0.1% | NEW | — |
| 209 |  $CMI | CUMMINS INC | $255 | 0.1% | +0% | 58.9 |
| 210 |  $TXN | TEXAS INSTRUMENTS INC | $251 | 0.1% | +0% | 70.4 |
| 211 | — | SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $250 | 0.1% | NEW | — |
| 212 |  $PKG | PACKAGING CORP OF AMERICA | $241 | 0.1% | -3% | 70 |
| 213 |  $MPC | Marathon Petroleum Corp | $240 | 0.1% | NEW | 50.7 |
| 214 |  $BNTX | BioNTech SE | $237 | 0.1% | -6% | — |
| 215 | — | DODGE & COX GLOBAL STOCK I | $236 | 0.1% | NEW | — |
| 216 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $235 | 0.1% | +0% | 63.7 |
| 217 |  $BKNG | Booking Holdings Inc. | $231 | 0.1% | +0% | 55.3 |
| 218 |  $FAST | FASTENAL CO | $230 | 0.1% | NEW | 73.5 |
| 219 |  $RTO | RENTOKIL INITIAL PLC /FI | $230 | 0.1% | +2% | — |
| 220 |  $TD | TORONTO DOMINION BANK | $223 | 0.1% | +0% | — |
| 221 |  $SUZ | Suzano S.A. | $222 | 0.1% | +2% | — |
| 222 |  $WDS | WOODSIDE ENERGY GROUP LTD | $220 | 0.1% | NEW | — |
| 223 |  $ABEV | AMBEV S.A. | $219 | 0.1% | NEW | — |
| 224 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $212 | 0.1% | -4% | 71.2 |
| 225 |  $SLB | SLB LIMITED/NV | $211 | 0.1% | NEW | 63.2 |
| 226 |  $JNJ | JOHNSON & JOHNSON | $210 | 0.1% | NEW | 72.8 |
| 227 |  $CF | CF Industries Holdings, Inc. | $209 | 0.1% | NEW | 76.8 |
| 228 |  $RY | ROYAL BANK OF CANADA | $208 | 0.1% | +0% | — |
| 229 | — | KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $207 | 0.1% | NEW | — |
| 230 |  $WIT | WIPRO LTD | $205 | 0.1% | -68% | — |
| 231 |  $IDXX | IDEXX LABORATORIES INC /DE | $204 | 0.1% | +0% | 73.6 |
| 232 | — | CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $201 | 0.1% | NEW | — |
| 233 |  $GILD | GILEAD SCIENCES, INC. | $201 | 0.1% | NEW | 77.8 |
New Positions (40)
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS$1,616
$UL UNILEVER PLC$1,599 ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1,454
NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS$1,087
$TTE TotalEnergies SE$731 KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$690
SCHWAB PRIME ADVANTAGE MONEY INVESTOR$683
ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS$669
BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$635
VANGUARD TOTAL STOCK MKT IDX ADM$602
FIDELITY INFLATION-PROT BD INDEX$582
DODGE & COX STOCK I$526
VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL$451
$ERIC ERICSSON LM TELEPHONE CO$423 BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS$417
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