Greenfield FTC, Inc.
Greenfield FTC, Inc. is an institutional investment manager headquartered in Reno, Nevada. It is registered with the SEC and files quarterly Form 13F reports. The firm reports a small team led by President Kimberly Cooney but does not publicly disclose comprehensive company details online. Its primary activity appears to be management of a multi-hundred million dollar portfolio of publicly traded securities and ETFs.
Investment Strategy
The firm invests primarily in large, liquid ETFs tracking major equity indices, such as the SPDR S&P 500 ETF, iShares MSCI EAFE ETF, and iShares Russell 2000 ETF, suggesting a diversified, index-tracking approach rather than active security selection or niche strategies. Portfolio turnover appears to be driven by shifts in large exchange-traded funds.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 89.69% | $454.7M | 682,552 | $399.61 | $666.18 | +$33.0M |
E EFA | MSCI EAFE ETF (EFA) | 7.57% | $38.4M | 411,273 | $75.20 | $93.37 | +$1.6M |
I IWM | RUSSELL 2000 ETF | 2.73% | $13.9M | 57,262 | $196.06 | $241.96 | +$1.5M |