| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Fidelity Balanced Fund | FBALX | C | U.S. All Cap | 11 | 0.57% |
| Fidelity Freedom 2035 Fund Class K | FSNUX | B | U.S. All Cap | 12 | 0% |
| Fidelity Freedom 2055 Fund Class K | FNSDX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2050 Fund Class K | FNSBX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2060 Fund Class K | FNSFX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2045 Fund Class K | FSNZX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2040 Fund Class K | FSNVX | B | U.S. All Cap | 13 | 0% |
| Fidelity 500 Index | FXAIX | C | U.S. Large Cap | 15 | 0.02% |
| State Street Russell Small Cap Index Fund | | C+ | U.S. Small Cap | 23 | 0.2% |
| Fidelity Freedom 2005 Fund Class K | FSNJX | B | U.S. All Cap | 4 | 0% |
| Fidelity Freedom 2010 Fund Class K | FSNKX | B | U.S. All Cap | 5 | 0% |
| Fidelity Freedom 2015 Fund Class K | FSNLX | B | U.S. All Cap | 7 | 0% |
| Fidelity Freedom 2020 Fund Class K | FSNOX | B | U.S. All Cap | 8 | 0% |
| Fidelity Freedom 2025 Fund Class K | FSNPX | C | U.S. All Cap | 9 | 0% |
| Fidelity Freedom 2030 Fund Class K | FSNQX | B | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| Fidelity Extended Market Index | FSMAX | A-- | U.S. Small Cap - Growth | 20 | 0% |
| MainStay Large Cap Growth Fund Class R6 | MLRSX | D-- | U.S. Large Cap - Growth | 21 | 0.62% |
| Moody's Corporation | MCO | A-- | U.S. Large Cap - Growth | 23 | 0% |
| U.S. Equities - Value | | | | | |
| Fidelity Low-Priced Stock Fund Class K | FLPKX | A++ | U.S. All Cap - Value | 15 | 0.68% |
| BTC Mid Cap Equity Index Fund | | D++ | U.S. Mid Cap - Value | 19 | 0.14% |
| DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | B++ | U.S. Small Cap - Value | 22 | 0.37% |
| Specialty | | | | | |
| Deutsche Real Estate Securities Fund Institutional Class | RRRRX | B++ | U.S. Real Estate | 18 | 0.62% |
| Global & Intl. Equity | | | | | |
| Fidelity Diversified International Fund Class K | FDIKX | B- | International Large Cap - Growth | 14 | 0.78% |
| Fidelity International Index | FSPSX | B- | International Large Cap | 14 | 0.06% |
| Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | A | Emerging Markets | 15 | 1.09% |
| T. Rowe Price Emerging Markets Equity Trust (Class A) | | F | Emerging Markets | 17 | 0% |
| Fidelity Freedom Income Class K | FNSHX | B | Emerging Markets | 4 | 0% |
| Bonds | | | | | |
| Fidelity Managed Income Portfolio II | | C | U.S. Cash / Money Market | 0 | 0% |
| Fidelity U.S. Bond Index | FXNAX | C- | Bond - Multi Sector | 3 | 0.05% |
| Prudential Core Bond Fund Class Z | TAIBX | B- | Bond - Multi Sector | 3 | 0.71% |