| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| T. Rowe Price Retirement 2030 Fund | TRRCX | C | U.S. All Cap | 11 | 0.74% |
| T. Rowe Price Retirement 2035 Fund | TRRJX | C | U.S. All Cap | 12 | 0.76% |
| T. Rowe Price Retirement 2040 Fund | TRRDX | C | U.S. All Cap | 13 | 0.76% |
| T. Rowe Price Retirement 2045 Fund | TRRKX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2050 Fund | TRRMX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2055 Fund | TRRNX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2060 Fund | TRRLX | C | U.S. All Cap | 14 | 0% |
| Pax Global Environmental Markets Fund Institutional Class | PGINX | B | U.S. All Cap | 14 | 1.15% |
| NYSDCB Equity Index Unitized Account | | C | U.S. Large Cap | 15 | 0.17% |
| Vanguard PRIMECAP Fund Admiral Shares | VPMAX | B | U.S. All Cap | 17 | 0.36% |
| Vanguard Strategic Equity Fund Investor Shares | VSEQX | B+ | U.S. Mid Cap | 18 | 0.28% |
| NYSDCB Russell 2500 index Unitized Account, | | B+ | U.S. Small Cap | 20 | 1.66% |
| T. Rowe Price Retirement 2010 Fund | TRRAX | B | U.S. All Cap | 7 | 0.61% |
| T. Rowe Price Retirement 2015 Fund | TRRGX | B | U.S. All Cap | 7 | 0.65% |
| T. Rowe Price Retirement 2020 Fund | TRRBX | B | U.S. All Cap | 8 | 0.69% |
| T. Rowe Price Retirement 2025 Fund | TRRHX | C | U.S. All Cap | 10 | 0.72% |
| Vanguard Wellington Fund Admiral Shares | VWENX | B | U.S. Large Cap | 10 | 0.18% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price QM US Small Cap Growth Eq. I | TQAIX | D-- | U.S. Small Cap - Growth | 20 | 0% |
| T. Rowe Price Blue Chip Growth Fund | TRBCX | D-- | U.S. Large Cap - Growth | 21 | 0.74% |
| Fidelity OTC Portfolio Class K | FOCKX | B-- | U.S. All Cap - Growth | 22 | 0.6% |
| U.S. Equities - Value | | | | | |
| T. Rowe Price Equity Income Fund | PRFDX | C++ | U.S. All Cap - Value | 17 | 0.67% |
| Boston Partners Large-Cap Value Equity Fund | | C++ | U.S. All Cap - Value | 18 | 0.7% |
| Delaware Small Cap Value Fund Institutional Class | DEVIX | C++ | U.S. Small Cap - Value | 25 | 1% |
| Global & Intl. Equity | | | | | |
| International Equity Fund - Index Portfolio | | B- | International Large Cap | 15 | 0.34% |
| Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio Fund | MMMPX | C | Emerging Markets | 18 | 0% |
| Bonds | | | | | |
| Stable Income Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Voya Core Plus Trust Fund | | B++ | Bond - U.S. High Yield | 2 | 0.62% |
| NYSDCB US Debt Index Unitized Account | | C- | Bond - Multi Sector | 3 | 0.07% |