| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Fidelity Balanced Fund Class K | FBAKX | C | U.S. All Cap | 11 | 0.46% |
| FIAM INX TD 2035 T | | B | U.S. All Cap | 12 | 0.75% |
| FIAM INX TD 2060 T | | B | U.S. All Cap | 13 | 0.45% |
| FIAM INX TD 2055 T | | B | U.S. All Cap | 13 | 0.78% |
| FIAM INX TD 2050 T | | B | U.S. All Cap | 13 | 0.77% |
| FIAM INX TD 2045 T | | B | U.S. All Cap | 13 | 0.76% |
| FIAM INX TD 2040 T | | B | U.S. All Cap | 13 | 0.75% |
| Fidelity 500 Index | FXAIX | C | U.S. Large Cap | 15 | 0.02% |
| FIAM INX TD 2005 T | | B | U.S. All Cap | 4 | 0.54% |
| FIAM INX TD 2010 T | | B | U.S. All Cap | 5 | 0.59% |
| FIAM INX TD 2015 T | | B | U.S. All Cap | 7 | 0.6% |
| FIAM INX TD 2020 T | | B | U.S. All Cap | 8 | 0.64% |
| FIAM INX TD 2025 T | | B | U.S. All Cap | 9 | 0.69% |
| FIAM INX TD 2030 T | | B | U.S. All Cap | 10 | 0.71% |
| U.S. Equities - Growth | | | | | |
| Fidelity Extended Market Index | FSMAX | A-- | U.S. Small Cap - Growth | 20 | 0% |
| MFS Growth Fund Class R6 | MFEKX | D-- | U.S. Large Cap - Growth | 20 | 0.71% |
| Carillon Eagle Mid Cap Growth CIT | | D- | U.S. Mid Cap - Growth | 20 | 0.78% |
| Brown Capital Management Small Company Fund Institutional Shares | BCSSX | F- | U.S. Mid Cap - Growth | 24 | 1.05% |
| U.S. Equities - Value | | | | | |
| Vanguard Equity-Income Fund Admiral Shares | VEIRX | C++ | U.S. Mega Cap - Value | 14 | 0.21% |
| Victory Sycamore Established Value Fund Class R6 | VEVRX | B++ | U.S. Mid Cap - Value | 19 | 0% |
| Goldman Sachs Small Cap Value Fund Institutional | GSSIX | F++ | U.S. Small Cap - Value | 25 | 0.98% |
| Global & Intl. Equity | | | | | |
| MFS International Value Fund Class R6 | MINJX | C- | International Large Cap - Growth | 13 | 0.74% |
| Fidelity International Index | FSPSX | B- | International Large Cap | 14 | 0.06% |
| American Funds New World Fund Class R-6 | RNWGX | A | Emerging Markets | 16 | 0.65% |
| FIAM INX TD INCOME T | | B | Emerging Markets | 4 | 0.44% |
| Bonds | | | | | |
| NYL ANCHOR ACCOUNT | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Income Fund Institutional Class | PIMIX | A+ | Bond - Emerging Market | 3 | 0.45% |
| Pioneer Bond Fund Class K | PBFKX | B | Bond - U.S. Corporate | 3 | 0.56% |
| Fidelity U.S. Bond Index | FXNAX | C- | Bond - Multi Sector | 3 | 0.05% |
| Other | | | | | |
| Fidelity Government Money Market Fund | FZCXX | | Other | 0 | 0% |