Retirement Management Systems Inc.

Institutional manager·CIK 0002110516

Annual return

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SPY

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Alpha

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Invested

$414.9M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$SPYG

SPDR SERIES TRUST

Q4 2025: New position (330.7k shares)

7.5%

$HFSI

HARTFORD FDS EXCHANGE TRADED

Q4 2025: New position (652.5k shares)

6.1%

$EVTR

MORGAN STANLEY ETF TRUST

Q4 2025: New position (389.0k shares)

5.7%

$BIV

VANGUARD BD INDEX FDS

Q4 2025: New position (276.0k shares)

5.6%

$IDEV

ISHARES TR

Q4 2025: New position (243.7k shares)

5.4%

$IDMO

INVESCO EXCH TRADED FD TR II

Q4 2025: New position (365.1k shares)

5.4%

$PVAL

PUTNAM ETF TRUST

Q4 2025: New position (291.9k shares)

4.6%

$FMDE

FIDELITY COVINGTON TRUST

Q4 2025: New position (298.1k shares)

4.6%

$RECS

COLUMBIA ETF TR I

Q4 2025: New position (411.6k shares)

4.3%

$SPY

STATE STR SPDR S&P 500 ETF T

Q4 2025: New position (24.6k shares)

4.2%

See all 51 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:52 UTC.