| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| American Funds Invmt Co of Amer R4 | RICEX | C | U.S. Large Cap | 14 | 0.65% |
| iShares S&P 500 Index Fund | | C | U.S. Large Cap | 15 | 0.05% |
| iShares Russell 2000 Small-Cap Index Fund | | C+ | U.S. Small Cap | 23 | 0.2% |
| American Funds American Balanced Fund Class R-4 | RLBEX | C | U.S. Large Cap | 9 | 0.65% |
| U.S. Equities - Growth | | | | | |
| American Funds SMALLCAP World Fund Class R-4 | RSLEX | A- | U.S. Mid Cap - Growth | 16 | 1.07% |
| American Funds The Growth Fund of America Class R-4 | RGAEX | B-- | U.S. All Cap - Growth | 18 | 0.68% |
| U.S. Equities - Value | | | | | |
| American Funds Washington Mutual Investors Fund Class R-4 | RWMEX | D++ | U.S. Mega Cap - Value | 14 | 0.65% |
| American Funds The Income Fund of America Class R-4 | RIDEX | B++ | U.S. Mega Cap - Value | 9 | 0.64% |
| Specialty | | | | | |
| Invesco Real Estate Fund R5 Class | IARIX | C++ | U.S. Real Estate | 17 | 0.88% |
| Global & Intl. Equity | | | | | |
| iShares MSCI EAFE International Index Fund | | B- | International Large Cap | 15 | 0.34% |
| American Funds EuroPacific Growth Fund Class R-4 | REREX | A- | International Large Cap - Growth | 16 | 0.84% |
| Bonds | | | | | |
| Invesco Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| American Funds U.S. Government Securities Fund Class R-4 | RGVEX | C- | Bond - Multi Sector | 2 | 0.61% |
| American Funds The Bond Fund of America Class R-4 | RBFEX | B- | Bond - Multi Sector | 3 | 0.6% |
| iShares U.S. Aggregate Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.08% |
| Other | | | | | |
| American Funds U.S. Government Money Market Fund Class R-4 | RADXX | | Other | 0 | 0% |