§ 13F · FUND PROFILE
Retirement Management Systems Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$390.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 331K | $35.3T | 9.0% | NEW |
| 2 | HFSI | HARTFORD FDS EXCHANGE TRADED | 653K | $23.2T | 5.9% | NEW |
| 3 | BIV | VANGUARD BD INDEX FDS | 276K | $21.5T | 5.5% | NEW |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | 365K | $20.3T | 5.2% | NEW |
| 5 | IDEV | ISHARES TR | 244K | $20.1T | 5.1% | NEW |
| 6 | EVTR | MORGAN STANLEY ETF TRUST | 389K | $20.0T | 5.1% | NEW |
| 7 | RECS | COLUMBIA ETF TR I | 412K | $16.8T | 4.3% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TR | 25K | $16.8T | 4.3% | NEW |
| 9 | MGV | VANGUARD WORLD FD | 115K | $16.2T | 4.1% | NEW |
| 10 | EMXC | ISHARES INC | 220K | $16.0T | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Management Systems Inc. is classified as a Income / Defensive fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed