StockDriftsStockDriftsTop 50 Retirement Management Systems Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 7.48% | 317.0K | $31.0M | -4.16%(-13.76K) | $105.60(+7.71%) | 2026-03-31 | |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 6.05% | 723.1K | $25.1M | +10.82%(+70.59K) | $35.48(-0.96%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 5.75% | 469.8K | $23.8M | +20.77%(+80.81K) | $51.41(-1.29%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.57% | 299.2K | $23.1M | +8.40%(+23.19K) | $77.95(-1.62%) | 2026-03-31 | |
| IDEV | ISHARES TR | 5.4% | 267.9K | $22.4M | +9.92%(+24.17K) | $81.48(+8.05%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 5.36% | 405.4K | $22.2M | +11.03%(+40.28K) | $54.82(+7.75%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.6% | 411.6K | $19.1M | +41.00%(+119.68K) | $44.68(+10.63%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 4.59% | 529.5K | $19.0M | +77.62%(+231.39K) | $36.22(+7.09%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 4.33% | 460.8K | $18.0M | +11.96%(+49.22K) | $40.52(+3.72%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.24% | 27.1K | $17.6M | +10.22%(+2.51K) | $673.32(+7.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.87% | +2.62% |
| Top 20 Holdings Unweighted | +1.19% | +3.62% |
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