SEC Form 13F

Retirement Management Systems Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$488,463,696
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$37,262,970313,160
HARTFORD FDS EXCHANGE TRADEDHFSISTRAT INCOM ETF$29,280,651832,783
MORGAN STANLEY ETF TRUSTEVTREATO VANC BD ETF$27,126,858534,941
VANGUARD BD INDEX FDSBIVINTERMED TERM$26,616,283347,018
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$26,255,634435,488
ISHARES TRIDEVCORE MSCI INTL$25,822,926290,113
FIDELITY COVINGTON TRUSTFMDEENH MID COR ETF$22,835,766562,734
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$22,345,607438,579
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$21,388,68928,642
COLUMBIA ETF TR IRECSRESH ENHNC COR$21,348,367493,262

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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