Sax Wealth Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History

Sax Wealth Advisors’s Portfolio JOF Stock Details JOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Sell	21,395 -5,830	-21%	-$66.5K	0.01%	501
2026 Q1	$302K	Hold	27,225	–	–	0.01%	385
2025 Q4	$302K	Buy	+27,225	New	+$286K	0.01%	394

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Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return