| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | C | U.S. All Cap | 11 | 0.15% |
| BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | C | U.S. All Cap | 12 | 0.15% |
| BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | C | U.S. All Cap | 13 | 0.15% |
| Northern Global Sustainability Index Fund | | C | U.S. Large Cap | 14 | 0.3% |
| BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | C | U.S. All Cap | 14 | 0.15% |
| BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | C | U.S. All Cap | 14 | 0.15% |
| BlackRock LifePath Index 2060 Fund Class K | LIZKX | C | U.S. All Cap | 14 | 0% |
| Vanguard 500 Index Fund Admiral Class | VFIAX | C | U.S. Large Cap | 15 | 0.05% |
| BlackRock US Fundamental Large Cl T Core | | C | U.S. Large Cap | 16 | 0.88% |
| FIAM Small Mid Cap Core II FD | | A+ | U.S. Small Cap | 19 | 0.45% |
| BlackRock Russell 2000 Fund | | C+ | U.S. Small Cap | 23 | 0.2% |
| BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | C | U.S. All Cap | 6 | 0.14% |
| BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | C | U.S. All Cap | 8 | 0.14% |
| BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | C | U.S. All Cap | 9 | 0.15% |
| BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | C | U.S. All Cap | 10 | 0.78% |
| U.S. Equities - Growth | | | | | |
| Vanguard Extended Market Index Fund Admiral Shares | VEXAX | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| T. Rowe Price Institutional Growth Trust I Class | | B-- | U.S. Large Cap - Growth | 20 | 0.69% |
| U.S. Equities - Value | | | | | |
| BlackRock Equity Dividend Fund Institutional Shares | MADVX | D++ | U.S. All Cap - Value | 16 | 0.72% |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
| BAC COM STK FUND | | A++ | U.S. All Cap - Value | 31 | 0% |
| Global & Intl. Equity | | | | | |
| SSGA REAL ASSET FUND | | A++ | International Small Cap | 13 | 0.25% |
| MFS International Growth | | A- | International Large Cap - Growth | 13 | 0.97% |
| Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | D++ | International Small Cap | 14 | 0.14% |
| PIMCO All Asset Fund Institutional Class | PAAIX | A++ | International Small Cap | 8 | 0.07% |
| Bonds | | | | | |
| Stable Value Fund Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Total Return Fund Institutional Class | PTTRX | B- | Bond - Multi Sector | 3 | 0.46% |
| Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | C- | Bond - Multi Sector | 3 | 0.08% |
| Western Asset Core Bond Fund Class IS | WACSX | C | Bond - U.S. Corporate | 4 | 0.44% |
| Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | C+ | U.S. Treasury - TIPS | 4 | 0.07% |