| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| LifePath Index 2035 O | | C | U.S. All Cap | 11 | 0.38% |
| LifePath Index 2065 O | | C | U.S. All Cap | 13 | 0% |
| LifePath Index 2040 O | | D | U.S. All Cap | 13 | 0.68% |
| LifePath Index 2045 O | | C | U.S. All Cap | 14 | 0.38% |
| LifePath Index 2055 O | | C | U.S. All Cap | 14 | 0.38% |
| LifePath Index 2060 Account | | C | U.S. All Cap | 14 | 0% |
| LifePath Index 2050 O | | C | U.S. All Cap | 14 | 0.71% |
| Vanguard 500 Index Fund Admiral Class | VFIAX | C | U.S. Large Cap | 15 | 0.05% |
| LifePath Index Retirement O | | C | U.S. All Cap | 7 | 0.75% |
| LifePath Index 2025 O | | D | U.S. All Cap | 8 | 0.75% |
| LifePath Index 2030 O | | C | U.S. All Cap | 10 | 1% |
| U.S. Equities - Growth | | | | | |
| Fidelity Contrafund Fund | FCNTX | C-- | U.S. Large Cap - Growth | 19 | 0.66% |
| William Blair Small-Mid Cap Growth Fund Class I | WSMDX | C-- | U.S. Small Cap - Growth | 20 | 1.1% |
| Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | A-- | U.S. Small Cap - Growth | 20 | 0.06% |
| U.S. Equities - Value | | | | | |
| Vanguard Windsor II Fund Admiral Shares | VWNAX | A++ | U.S. Large Cap - Value | 15 | 0.28% |
| Nuveen NWQ Small-Cap Value Fund Class I | NSCRX | B++ | U.S. Small Cap - Value | 23 | 1.11% |
| Specialty | | | | | |
| BNY Mellon EB Global Real Estate Sec II Fund | | A++ | U.S. Real Estate | 15 | 1.04% |
| Global & Intl. Equity | | | | | |
| Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | D++ | International Small Cap | 14 | 0.1% |
| Dodge & Cox International Stock Fund | DODFX | A | International Large Cap - Value | 18 | 0.64% |
| Bonds | | | | | |
| Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Loomis Sayles Core Plus Bond Fund Class Y | NERYX | C | Bond - U.S. Corporate | 3 | 0.54% |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | C- | Bond - Multi Sector | 3 | 0.05% |
| Eaton Vance Trust Co CIT High Yield CIV | | B++ | Bond - U.S. High Yield | 4 | 0.66% |