| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| SA/OFII Global Strategy | | C | U.S. All Cap | 14 | 0% |
| Dryden S&P 500 Index Fund | | C | U.S. Large Cap | 15 | 0.05% |
| Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | B+ | U.S. Small Cap | 19 | 0.09% |
| Prudential Day One IncomeFlex Target Balanced Fund | | C | U.S. All Cap | 5 | 0% |
| Vanguard Wellington Fund Admiral Shares | VWENX | B | U.S. Large Cap | 10 | 0.18% |
| U.S. Equities - Growth | | | | | |
| Fidelity Contrafund K6 | FLCNX | C-- | U.S. Large Cap - Growth | 19 | 0% |
| T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | A-- | U.S. Large Cap - Growth | 20 | 0.56% |
| Eagle Mid Cap Growth Fund Class R6 | HRAUX | D- | U.S. Mid Cap - Growth | 20 | 0.78% |
| JPMorgan Small Cap Growth Fund Class R6 | JGSMX | F-- | U.S. Small Cap - Growth | 24 | 0.75% |
| U.S. Equities - Value | | | | | |
| Large Cap Value / AJO Fund | | C++ | U.S. Mega Cap - Value | 15 | 0.08% |
| Mid Cap Value / Robeco | | B++ | U.S. Small Cap - Value | 23 | 1.29% |
| AMG Managers Silvercrest Small Cap Fund Class I | ACRTX | F++ | U.S. Small Cap - Value | 24 | 1.15% |
| Global & Intl. Equity | | | | | |
| International Growth / Artisan | | C- | International Large Cap - Growth | 14 | 0.97% |
| Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | D++ | International Small Cap | 14 | 0.14% |
| Bonds | | | | | |
| Guaranteed Income Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Core Plus Bond / PGIM Fund | | B- | Bond - Multi Sector | 3 | 0.71% |
| Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | C- | Bond - Multi Sector | 3 | 0.08% |