| 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% |
| BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | C | U.S. All Cap | 14 | 0.15% |
| BlackRock LifePath Index 2060 Fund Institutional | LIZIX | C | U.S. All Cap | 14 | 0% |
| BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | C | U.S. All Cap | 14 | 0.15% |
| SSGA S&P 500 Index Non-Lending Series | | C | U.S. Large Cap | 15 | 0.09% |
| SSGA Russell 2000 Index Non-Lending Series | | 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% |
| U.S. Equities - Growth | | | | | |
| Blackrock Equity Growth Index Fund | | C-- | U.S. Large Cap - Growth | 20 | 0.08% |
| AQR Equity Market Neutral I | QMNIX | A- | U.S. Mid Cap - Growth | 10 | 0% |
| U.S. Equities - Value | | | | | |
| Blackrock Equity Value Index Fund | | C++ | U.S. Large Cap - Value | 16 | 0.08% |
| SSGA S&P MidCap Index Non-Lending Series | | D++ | U.S. Mid Cap - Value | 19 | 0.14% |
| Goldman Sachs Group Inc | GS | A++ | U.S. All Cap - Value | 28 | 0% |
| Global & Intl. Equity | | | | | |
| State Street Hedged Intl. Dev Eq Idx K | sshqx | A- | International Large Cap | 12 | 0% |
| Blackrock International Equity Index Fund | | B- | International Large Cap | 14 | 0.35% |
| T. Rowe Price Emerging Markets Stock Fund | PRMSX | F | Emerging Markets | 17 | 1.25% |
| Dodge & Cox International Stock Fund | | A | International Large Cap - Value | 18 | 0.64% |
| SSGA Emerging Markets Index Non-Lending Series | | D | Emerging Markets | 19 | 0.67% |
| Ashmore Emerging Markets Local Currency Bond Fund Institutional | ELBIX | F++ | International Small Cap | 8 | 0.97% |
| Bonds | | | | | |
| Vanguard Federal Money Market Fund Investor Shares | VMFXX | C | U.S. Cash / Money Market | 0 | 0% |
| GOLDMAN SACHS BANK USA BANK DEPOSIT ACCOUNT | | C | U.S. Cash / Money Market | 0 | 0% |
| Blackrock 20+ Treasury Bond Index Fund | | C-- | U.S. Treasury - Long | 12 | 0.15% |
| Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | C++ | Bond - U.S. High Yield | 3 | 0.13% |
| Guggenheim High Yield Fund Institutional Class | SHYIX | B++ | Bond - U.S. High Yield | 3 | 0.93% |
| SSGA U.S. Bond Index Non-Lending Series | | C- | Bond - Multi Sector | 3 | 0.07% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | C+ | U.S. Treasury - TIPS | 4 | 0.1% |
| Western Asset Core Plus Bond Fund Class I | WACPX | C | Bond - U.S. Corporate | 4 | 0.51% |