| 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% |
| Fidelity Freedom 2050 Fund Class K | FNSBX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2060 Fund Class K | FNSFX | B | U.S. All Cap | 13 | 0% |
| Fidelity Freedom 2040 Fund Class K | FSNVX | B | U.S. All Cap | 13 | 0% |
| T. Rowe Price Dividend Growth - I | | C | U.S. Large Cap | 13 | 0.66% |
| American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | C | U.S. Large Cap | 14 | 0.45% |
| Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | C | U.S. Large Cap | 15 | 0.02% |
| Janus Enterprise Fund Class N | JDMNX | F+ | U.S. Mid Cap | 16 | 0.68% |
| Fidelity Freedom 2010 Fund Class K | FSNKX | B | U.S. All Cap | 5 | 0% |
| Fidelity Freedom 2020 Fund Class K | FSNOX | B | U.S. All Cap | 8 | 0% |
| Fidelity Freedom 2030 Fund Class K | FSNQX | B | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| Vanguard Extended Market Index Fund Admiral Shares | VEXAX | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| ClearBridge Small Cap Growth Fund Class IS | LMOIX | A-- | U.S. Small Cap - Growth | 22 | 0.79% |
| Fidelity Growth Company Commingled Pool | | B-- | U.S. All Cap - Growth | 23 | 0.71% |
| U.S. Equities - Value | | | | | |
| Fidelity Low-Priced Stock Commingled Pool | | A++ | U.S. All Cap - Value | 15 | 0.68% |
| JPMorgan U.S. Value Class R6 | | B++ | U.S. Large Cap - Value | 16 | 0.89% |
| Columbia Small Cap Value Fund II Class Y Shares | CRRYX | A++ | U.S. Small Cap - Value | 25 | 0.84% |
| Global & Intl. Equity | | | | | |
| The Hartford International Opportunities Fund Class Y | HAOYX | B- | International Large Cap - Growth | 15 | 0.75% |
| T. Rowe Price International Value - I | | A | International Large Cap - Value | 16 | 0.86% |
| Fidelity Freedom Income Class K | FNSHX | B | Emerging Markets | 4 | 0% |
| Bonds | | | | | |
| Fidelity Managed Income Portfolio II Class 2 | | C | U.S. Cash / Money Market | 0 | 0% |
| Fidelity Advisor Total Bond - Z | | B- | Bond - Multi Sector | 3 | 0.45% |