| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| PIMCO RealPath 2035 Fund Institutional Class | | B | U.S. All Cap | 12 | 0% |
| PIMCO RealPath 2055 Fund Institutional Class | | B | U.S. All Cap | 13 | 0% |
| PIMCO RealPath 2050 Fund Institutional Class | | B | U.S. All Cap | 13 | 0% |
| PIMCO RealPath 2060 Fund Institutional Class | | B | U.S. All Cap | 13 | 0% |
| PIMCO RealPath 2045 Fund Institutional Class | | B | U.S. All Cap | 13 | 0% |
| PIMCO RealPath 2040 Fund Institutional Class | | B | U.S. All Cap | 13 | 0.75% |
| BlackRock Equity Index Fund | | C | U.S. Large Cap | 15 | 0.09% |
| PIMCO RealPath 2025 Fund Institutional Class | | C | U.S. All Cap | 9 | 0% |
| PIMCO RealPath 2030 Fund Institutional Class | | B | U.S. All Cap | 10 | 0.71% |
| U.S. Equities - Growth | | | | | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | VMGMX | B- | U.S. Mid Cap - Growth | 19 | 0.09% |
| Wilmington BlackRock Russell 1000 Growth Index Fund (Class R) | | C-- | U.S. Large Cap - Growth | 20 | 0.2% |
| Vanguard Russell 2000 Growth Index Fund Institutional Shares | VRTGX | C-- | U.S. Small Cap - Growth | 24 | 0.08% |
| U.S. Equities - Value | | | | | |
| Wilmington BlackRock Russell 1000 Value Index Fund (Class R) | | C++ | U.S. Large Cap - Value | 15 | 0.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | VMVAX | D++ | U.S. Mid Cap - Value | 18 | 0.09% |
| Vanguard Russell 2000 Value Index Fund Institutional Shares | VRTVX | C++ | U.S. Small Cap - Value | 26 | 0.08% |
| Global & Intl. Equity | | | | | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | A | Emerging Markets | 15 | 0.63% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| DFA International Small Cap Value Portfolio Institutional Class | DISVX | D++ | International Small Cap | 16 | 0.69% |
| PIMCO RealPath Income Fund Institutional Class | | B | Emerging Markets | 4 | 0% |
| Principal Diversified Real Asset Fund Institutional Class | PDRDX | A++ | International Small Cap | 9 | 0.87% |
| Bonds | | | | | |
| Dodge & Cox Income Fund | DODIX | C | Bond - U.S. Corporate | 3 | 0.43% |