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Joseph Michael Scarborough

Retirement Management Systems Inc.

Assets Managed
$414.91M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
6.2%(2Q avg: 3.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Management Systems Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 414.91M in assets, with a quarterly growth rate of 6.2% and a 2-quarter average growth rate of 3.1%. 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 -4.16%
7.48%
$31.034M
316,966 shares@ $97.92 avg price
HSUN
Hartfor Strateg Income Etf-u
Recent Activity
Increased 10.82%
6.06%
$25.107M
723,138 shares@ $34.73 avg price
EVTR
Eaton Vance Total Return
Recent Activity
Increased 20.78%
5.75%
$23.843M
469,813 shares@ $50.76 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 8.41%
5.57%
$23.092M
299,193 shares@ $77.18 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 9.92%
5.4%
$22.388M
267,895 shares@ $83.58 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 11.04%
5.36%
$22.232M
405,406 shares@ $54.84 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 41%
4.61%
$19.098M
411,588 shares@ $46.4 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 77.62%
4.59%
$19.041M
529,507 shares@ $35.96 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 11.96%
4.33%
$17.962M
460,806 shares@ $38.99 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 10.22%
4.25%
$17.611M
27,080 shares@ $650.35 avg price

1-10 of 51