Greenfield Savings Bank Portfolio Holdings

Greenfield Savings Bank

$218 Million
Q2 2025

Greenfield Savings Bank has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6M, Microsoft Corp with a value of $13.5M, Jpmorgan Chase & CO with a value of $7M, Nvidia Corp with a value of $5.84M, and Amazon Com Inc with a value of $5.48M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $202M to 218M.

Below you can find more details about Greenfield Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $218 Million

Technology: $49.3 Million

ETFs: $32.6 Million

Financial Services: $31.7 Million

Industrials: $18 Million

Healthcare: $17.6 Million

Consumer Defensive: $17.5 Million

Consumer Cyclical: $17.3 Million

Communication Services: $15.6 Million

Other: $18.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.36 Million 2.45% of portfolio	86,364	Q2 2025 Added 2.84%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$4.4 Million 2.01% of portfolio	7,968	Q2 2025 Added 4.27%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.35 Million 1.99% of portfolio	39,773	Q2 2025 Added 3.72%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$3.21 Million 1.47% of portfolio	7,290	Q2 2025 Added 9.16%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.15 Million 1.44% of portfolio	5,091	Q2 2025 Added 7.02%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.55 Million 1.17% of portfolio	8,402	Q2 2025 Added 0.26%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$2.43 Million 1.11% of portfolio	27,209	Q2 2025 Added 49.08%
TILT Flexshares Tr ETFs	$0	$1.23 Million 0.56% of portfolio	5,500	Q3 2022 Reduced 11.66%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$950,000 0.44% of portfolio	19,222	Q2 2025 Added 39.68%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$948,000 0.43% of portfolio	5,220	Q2 2025 Reduced 2.74%
DVY Ishares Tr ETFs	$0	$657,000 0.3% of portfolio	4,948	Q2 2025 Reduced 0.9%
IVV Ishares Core S&P 500 ETF ETFs	$0	$539,000 0.25% of portfolio	869	Q2 2025 Added 2.0%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$449,000 0.21% of portfolio	19,595	Q2 2025 Reduced 1.04%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$418,000 0.19% of portfolio	19,106	Q2 2025 Added 2.51%
VTV Vanguard Value ETF ETFs	$0	$366,000 0.17% of portfolio	2,071	Q2 2025 Reduced 6.75%
IYC Ishares U.S. Consumer Discreti ETFs	$0	$349,000 0.16% of portfolio	3,512	Q3 2022 New
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$275,000 0.13% of portfolio	12,232	Q2 2025 Reduced 3.78%
VO Vanguard Mid Cap ETF ETFs	$0	$259,000 0.12% of portfolio	926	Q3 2024 Reduced 9.57%
IWM Ishares Russell 2000 ETF ETFs	$0	$264,000 0.12% of portfolio	1,228	Q1 2025 Reduced 8.01%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$220,000 0.1% of portfolio	9,099	Q2 2025 Added 0.31%
FTCS First Trust Capital Strength E ETFs	$0	$201,000 0.09% of portfolio	2,219	Q2 2025 New

Summary

Portfolio
No. of Stocks 145
Current Value $218 Million
Prior Value $202 Million
Filing
Period Q2 2025
Filing Date July 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 6 stocks
Additional Purchases 67 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Greenfield Savings Bank Portfolio Holdings