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Japan Smaller Capitalizaion Fund shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Japan Smaller Capitalizaion Fund by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $33k 2.8k 11.78

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
City of London Investment Management Company
1607 Capital Partners
Lazard Asset Management
Saba Capital Management
Morgan Stanley
Bank of America Corporation
Karpus Investment Management
Almitas Capital
Pekin, Singer Strauss Asset Management
Verition Fund Management
Mraz, Amerine & Associates
Altium Capital Management
LPL Financial
Colony

View all funds holding Japan Smaller Capitalizaion Fund