Retirement Management Systems Inc. — 13F holdings

Retirement Management Systems Inc. reported 55 holdings worth $488M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $37.3M (7.6%)
  2. HFSI HARTFORD FDS EXCHANGE TRADED — $29.3M (6.0%)
  3. EVTR MORGAN STANLEY ETF TRUST — $27.1M (5.6%)
  4. BIV VANGUARD BD INDEX FDS — $26.6M (5.4%)
  5. IDMO INVESCO EXCH TRADED FD TR II — $26.3M (5.4%)
  6. IDEV ISHARES TR — $25.8M (5.3%)
  7. FMDE FIDELITY COVINGTON TRUST — $22.8M (4.7%)
  8. PVAL PUTNAM ETF TRUST — $22.3M (4.6%)
  9. SPY SPDR S&P 500 ETF TR — $21.4M (4.4%)
  10. RECS COLUMBIA ETF TR I — $21.3M (4.4%)