Back to JOF

Mills Wealth Advisors LLC → JOF

Mills Wealth Advisors LLC JOF Position History

Japan Smaller Capitalization Fund, Inc.

Quarters held
4
Latest value
$162K
Q3 2026
Peak value
$275K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$275K
Q1 2026$271K
Q2 2026$151K
Q3 2026$162K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$162K12.8K——
Q2 2026$151K12.8K——
Q1 2026$271K24.8K——
Q4 2025$275K24.8K——

Other funds holding JOF

Other Mills Wealth Advisors LLC positions

VGES

VANGUARD MUN BD FDS

$44.2M
VGES

VANGUARD MUN BD FDS

$34.4M
VGES

VANGUARD MUN BD FDS

$30M
VGES

VANGUARD MUN BD FDS

$25.5M
NEE-PS

DIMENSIONAL ETF TRUST

$14.6M
NEE-PS

DIMENSIONAL ETF TRUST

$14.2M
VGES

VANGUARD MUN BD FDS

$13M
NEE-PS

DIMENSIONAL ETF TRUST

$12.8M