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Joseph Michael Scarborough

Retirement Management Systems Inc.

Assets Managed
$488.464M
Holdings
55
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.73%(2Q avg: 11.97%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Management Systems Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Retirement Management Systems Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 488.464M in assets, with a quarterly growth rate of 17.73% and a 2-quarter average growth rate of 11.97%. The portfolio is managed by Joseph Michael Scarborough, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.2%
7.63%
$37.263M
313,160 shares@ $119.0 avg price
HSUN
Hartfor Strateg Income Etf-u
Recent Activity
Increased 15.17%
6%
$29.281M
832,783 shares@ $35.17 avg price
EVTR
Eaton Vance Total Return
Recent Activity
Increased 13.87%
5.56%
$27.127M
534,941 shares@ $50.71 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 15.99%
5.45%
$26.616M
347,018 shares@ $76.71 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 7.43%
5.38%
$26.256M
435,488 shares@ $60.3 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 8.3%
5.29%
$25.823M
290,113 shares@ $89.01 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 6.28%
4.68%
$22.836M
562,734 shares@ $40.59 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 6.56%
4.58%
$22.346M
438,579 shares@ $50.96 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.77%
4.38%
$21.389M
28,642 shares@ $746.76 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 7.05%
4.38%
$21.348M
493,262 shares@ $43.28 avg price

1-10 of 55