| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| State Street Target Retirement 2035 Fund Class K | SSCKX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2040 Fund Class K | SSCQX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2045 Fund Class K | SSDEX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2060 Fund Class K | SSDYX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2055 Fund Class K | SSDQX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2050 Fund Class K | SSDLX | C | U.S. All Cap | 12 | 0% |
| Northern Global Sustainability Index Fund | NSRIX | C | U.S. Large Cap | 14 | 0.3% |
| Pax Global Environmental Markets Fund Institutional Class | PGINX | B | U.S. All Cap | 14 | 1.15% |
| BlackRock S&P 500 Index | | C | U.S. Large Cap | 15 | 0.23% |
| Rice Hall James Small Cap Opportunities Fund | | B+ | U.S. Small Cap | 20 | 1.41% |
| BlackRock Russell 2000 Index | | C+ | U.S. Small Cap | 23 | 0.29% |
| State Street Target Retirement 2020 Fund Class K | SSBOX | B | U.S. All Cap | 7 | 0% |
| State Street Target Retirement 2025 Fund Class K | SSBSX | C | U.S. All Cap | 8 | 0% |
| State Street Target Retirement 2030 Fund Class K | SSBYX | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price Large Cap | | A-- | U.S. Large Cap - Growth | 20 | 0.56% |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I | MSEQX | F- | U.S. Mid Cap - Growth | 33 | 0.7% |
| U.S. Equities - Value | | | | | |
| Thompson, Siegel & Walmsley Mid Cap Value | | B++ | U.S. Mid Cap - Value | 17 | 0% |
| William Blair Small Cap Value | | D++ | U.S. Small Cap - Value | 22 | 1.24% |
| Morgan Stanley | MS | A++ | U.S. All Cap - Value | 30 | 0% |
| BlackRock S&P 400 Mid Cap Index | | F++ | U.S. All Cap - Value | 55 | 0.25% |
| Specialty | | | | | |
| State Street Global Real Estate Securities Index Fund | | B++ | U.S. Real Estate | 17 | 0.5% |
| Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class I | MRLAX | B++ | U.S. Real Estate | 18 | 1.02% |
| Global & Intl. Equity | | | | | |
| FIAM Select International Small Cap | | A++ | International Small Cap | 12 | 1.31% |
| Artisan International Growth Trust | | C- | International Large Cap - Growth | 14 | 0.97% |
| AQR International Equity Fund Class I | AQIIX | F++ | International Small Cap | 15 | 0.9% |
| BlackRock MSCI ACWI ex-U.S. IMI | | B- | International Large Cap | 15 | 0% |
| BlackRock Emerging Markets Index Fund | | D | Emerging Markets | 19 | 0.67% |
| PIMCO Foreign Bond (Unhedged) Fund Institutional Class | PFUIX | F++ | International Small Cap | 6 | 0.5% |
| Bonds | | | | | |
| BlackRock Government Short-Term Investment Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Low Duration Fund Institutional Class | PTLDX | C+ | U.S. Treasury - TIPS | 1 | 0.46% |
| PIMCO Core Fixed Income | | A+ | Bond - Emerging Market | 3 | 0.45% |
| Shenkman Capital High Yld Bond | | B++ | Bond - U.S. High Yield | 3 | 0.64% |
| BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | B-- | U.S. Treasury - Intermediate / Long | 3 | 0.2% |
| State Street U.S. High Yield Bond Index Fund | | C++ | Bond - U.S. High Yield | 3 | 0.23% |
| State Street U.S. High Yield Bond Index Fund | | C++ | Bond - U.S. High Yield | 3 | 0.13% |
| BlackRock Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.07% |
| PIMCO Real Return Fund Institutional Class | PRRIX | C+ | U.S. Treasury - TIPS | 4 | 0.45% |