Retirement Management Systems Inc.

CIK 2110516 · View on SEC EDGAR ↗

Portfolio value
$488.5M
#3,833 of 9,443 by 13F value · top 40.6%
Positions
55
As of
June 30, 2026

Portfolio value QoQ: +17.7% 13F does not disclose cash

Top 10 holdings weight
53.29%
Top 25 holdings weight
89.68%
Positions above 1%
27
Effective number of positions
25.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.61% Est. buys $52,822,788 · sells $16,296,794

New positions
6
Increased
35
Decreased
11
Closed
2
On this page

Sector breakdown

Consumer Discretionary
2.3%
Real Estate
1.9%
Technology
0.5%
Industrials
0.2%
Other/Unmapped
95.0%

Full portfolio 55 positions

Type Streak 8Q trend
SPYG $37,262,970 7.63% 313,160 $6,228,801 Down ×2
HFSI $29,280,651 5.99% 832,783 $4,173,299 Up ×2
EVTR Eaton Vance Total Return Bond ETF $27,126,858 5.55% 534,941 $3,283,826 Up ×2
BIV $26,616,283 5.45% 347,018 $3,524,616 Up ×2
IDMO $26,255,634 5.38% 435,488 $4,023,195 Up ×2
IDEV $25,822,926 5.29% 290,113 $3,434,900 Up ×2
FMDE $22,835,766 4.68% 562,734 $3,794,709 Up ×2
PVAL $22,345,607 4.57% 438,579 $3,247,925 Up ×2
SPY SPY $21,388,689 4.38% 28,642 $3,777,366 Up ×2
RECS $21,348,367 4.37% 493,262 $3,386,140 Up ×2
MGV $19,666,792 4.03% 120,323 $3,238,021 Up ×1
JMEE $17,821,628 3.65% 228,395 $3,450,372 Up ×2
IOO $16,914,716 3.46% 123,827 $2,590,388 Up ×2
EMXC iShares MSCI Emerging Markets ex China ETF $13,811,579 2.83% 135,011 $2,302,771 Down ×2
QQQM Invesco NASDAQ 100 ETF $13,516,177 2.77% 44,612 $2,669,436 Down ×1
QINT $13,219,442 2.71% 190,401 $1,746,905 Up ×2
SMH SMH $11,304,749 2.31% 17,236 $1,994,280 Down ×1
VO $10,533,123 2.16% 130,732 $1,685,577 Up ×2
FRDM $10,179,173 2.08% 139,632 $1,957,408 Down ×1
AVDV $9,324,788 1.91% 90,488 Up ×1
NLR $9,150,127 1.87% 78,894 $966,267 Up ×2
SPYV $9,082,310 1.86% 149,405 $1,097,062 Up ×1
VB $8,878,272 1.82% 29,290 $1,654,232 Up ×2
PICK $7,202,401 1.47% 123,859 $598,688 Up ×1
JAAA $7,143,676 1.46% 141,487 $439,179 Up ×2
SCHP $6,454,810 1.32% 243,577 $418,817 Up ×2
TFLR $4,944,616 1.01% 98,088 $387,993 Up ×2
WELL Welltower Inc. Common Stock $4,704,830 0.96% 20,729 $1,105,453 Up ×1
VTR Ventas, Inc. Common Stock $4,681,347 0.96% 52,718 $1,084,689 Up ×1
IVV $4,572,528 0.94% 6,106 $649,197 Up ×1
IWF $3,868,522 0.79% 31,155 $624,656 Up ×1
IGV $3,586,129 0.73% 39,582 $848,019 Up ×1
ZROZ $2,988,482 0.61% 46,622 $341,278 Up ×1
FBND $2,720,227 0.56% 59,799 $68,138 Up ×1
NVDA NVIDIA Corporation - Common Stock $1,837,627 0.38% 9,184 $235,937
AVEM $1,274,987 0.26% 13,214 $233,780 Up ×1
QQQ Invesco QQQ Trust, Series 1 $880,651 0.18% 1,196 $196,837 Up ×1
GLD $827,013 0.17% 2,245 $-114,031 Up ×2
TLH $788,149 0.16% 7,854 $-15,597 Down ×2
CW Curtiss-Wright Corporation Common Stock $730,481 0.15% 964 $325,215 Up ×1
IDU $634,677 0.13% 5,537 $12,577 Up ×1
IUSV iShares Core S&P U.S. Value ETF $566,689 0.12% 5,144 $-19,238 Down ×2
SPYM $555,696 0.11% 6,323 $83,942 Up ×2
ONEQ Fidelity Nasdaq Composite Index ETF $516,100 0.11% 5,000 $91,550
BRKB $491,383 0.10% 982 $20,809
IAU $390,840 0.08% 5,176 $-80,199 Down ×2
AAPL Apple Inc. - Common Stock $381,664 0.08% 1,319 $33,660 Down ×1
TBUX $375,337 0.08% 7,541 $54,418 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $354,355 0.07% 610 Up ×1
IQLT $259,457 0.05% 5,236 $-4,438 Down ×2
SPMO $222,947 0.05% 1,380 Up ×1
SPTM $210,471 0.04% 2,318 Up ×1
GE GE Aerospace Common Stock $206,707 0.04% 553 Up ×1
BUFR $203,983 0.04% 5,584 $-47,097 Down ×2
VOO $200,287 0.04% 292 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AVDV $9,324,788 90,488 1.91%
AMD $354,355 610 0.07%
SPMO $222,947 1,380 0.05%
SPTM $210,471 2,318 0.04%
GE $206,707 553 0.04%
VOO $200,287 292 0.04%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPYG Trimmed -4K +$6.2M
HFSI Bought more +110K +$4.2M
IDMO Bought more +30K +$4.0M
FMDE Bought more +33K +$3.8M
SPY Bought more +2K +$3.8M
BIV Bought more +48K +$3.5M
JMEE Bought more +13K +$3.5M
IDEV Bought more +22K +$3.4M
RECS Bought more +32K +$3.4M
EVTR Bought more +65K +$3.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
WTV June 30, 2026 90,429 $8,566,304 No longer tracked
IWP March 31, 2026 55,634 $7,618,504 No longer tracked
FUTY March 31, 2026 127,360 $7,032,799 No longer tracked
VCIT March 31, 2026 19,548 $1,637,121
FALN March 31, 2026 18,182 $496,369
FLIN March 31, 2026 8,216 $317,041 No longer tracked
SLYG March 31, 2026 2,397 $225,801 No longer tracked
EDIV March 31, 2026 5,540 $216,879 No longer tracked
URTH June 30, 2026 1,117 $200,998 No longer tracked