| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Vanguard Global Equity Fund Investor Shares | VHGEX | C | U.S. All Cap | 15 | 0.61% |
| Blackrock Russell 1000 Index | | C | U.S. Large Cap | 15 | 0.08% |
| Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | C | U.S. All Cap | 16 | 0.05% |
| Blackrock Russell 2000 Index | | C+ | U.S. Small Cap | 23 | 0.2% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price Global Stock Fund | PRGSX | A-- | U.S. All Cap - Growth | 18 | 0.91% |
| Brown Capital Management Small Company Fund Institutional Shares | BCSSX | F- | U.S. Mid Cap - Growth | 24 | 1.05% |
| U.S. Equities - Value | | | | | |
| Dodge & Cox Global Stock Fund | DODWX | A++ | U.S. All Cap - Value | 18 | 0.65% |
| DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | A++ | U.S. Small Cap - Value | 25 | 0.37% |
| Global & Intl. Equity | | | | | |
| DFA International Small Company Portfolio Institutional Class | DFISX | C++ | International Small Cap | 14 | 0.54% |
| T. Rowe Price International Stock Fund | PRITX | B- | International Large Cap - Growth | 14 | 0.85% |
| BlackRock MSCI ACWI ex-U.S. IMI | | B- | International Large Cap | 15 | 0.34% |
| Causeway International Value Group | | B | International Large Cap - Value | 20 | 0.95% |
| Vanguard International Growth Fund Admiral Shares | VWILX | B | Emerging Markets | 21 | 0.35% |
| PIMCO All Asset Fund Institutional Class | PAAIX | A++ | International Small Cap | 8 | 0.07% |
| Bonds | | | | | |
| JPMorgan US Treasury Plus Money Market | | C | U.S. Cash / Money Market | 0 | 0% |
| Shenkman Primus High Yield Bond Fund | | B++ | Bond - U.S. High Yield | 2 | 0% |
| Dodge & Cox Income Fund | DODIX | C | Bond - U.S. Corporate | 3 | 0.43% |
| PIMCO Total Return Fund Institutional Class | PTTRX | B- | Bond - Multi Sector | 3 | 0.46% |
| JPMorgan High Yield Fund Class R6 | JHYUX | A++ | Bond - U.S. High Yield | 3 | 0.74% |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | C- | Bond - Multi Sector | 3 | 0.05% |
| Western Asset High Yield Fund Class I | WAHYX | B++ | Bond - U.S. High Yield | 4 | 0.69% |
| Lazard Emerging Markets Debt Portfolio Institutional Shares | LEDIX | C+ | Bond - Emerging Market | 6 | 0.97% |
| Western Asset Macro Opportunities Portfolio, Ltd. | | A | Bond - U.S. Corporate | 7 | 0% |
| Ashmore Emerging Markets Total Return Fund Institutional Class | EMKIX | B+ | Bond - Emerging Market | 7 | 1.02% |
| Other | | | | | |
| Stone Harbor Emerging Markets Corporate Debt Fund Institutional Class | SHCDX | | Other | 0 | 1% |