| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| T. Rowe Price Retirement 2030 Fund | TRRCX | C | U.S. All Cap | 11 | 0.74% |
| T. Rowe Price Retirement 2035 Fund | TRRJX | C | U.S. All Cap | 12 | 0.76% |
| T. Rowe Price Retirement 2040 Fund | TRRDX | C | U.S. All Cap | 13 | 0.76% |
| T. Rowe Price Retirement 2045 Fund | TRRKX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2050 Fund | TRRMX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2055 Fund | TRRNX | C | U.S. All Cap | 14 | 0.76% |
| T. Rowe Price Retirement 2060 Fund | TRRLX | C | U.S. All Cap | 14 | 0% |
| Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | C | U.S. Large Cap | 15 | 0.02% |
| Mid-Cap Growth Portfolio | | F+ | U.S. Mid Cap | 16 | 0.78% |
| Small-Cap Core Portfolio | | A+ | U.S. Small Cap | 17 | 0.91% |
| T. Rowe Price Retirement 2005 Fund | TRRFX | B | U.S. All Cap | 6 | 0.58% |
| T. Rowe Price Retirement Balanced Fund | TRRIX | B | U.S. All Cap | 6 | 0.56% |
| T. Rowe Price Retirement 2010 Fund | TRRAX | B | U.S. All Cap | 7 | 0.61% |
| T. Rowe Price Retirement 2015 Fund | TRRGX | B | U.S. All Cap | 7 | 0.65% |
| T. Rowe Price Retirement 2020 Fund | TRRBX | B | U.S. All Cap | 8 | 0.69% |
| T. Rowe Price Retirement 2025 Fund | TRRHX | C | U.S. All Cap | 10 | 0.72% |
| U.S. Equities - Growth | | | | | |
| American Funds New Perspective Fund Class R-6 | RNPGX | A-- | U.S. All Cap - Growth | 17 | 0.45% |
| Costco Wholesale Corporation | COST | A-- | U.S. Mega Cap - Growth | 18 | 0% |
| Large Cap Growth Portfolio | | D-- | U.S. Large Cap - Growth | 21 | 0.74% |
| U.S. Equities - Value | | | | | |
| T. Rowe Price Large Cap Value Portfolio | | B++ | U.S. Large Cap - Value | 16 | 0.84% |
| Global & Intl. Equity | | | | | |
| Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | D++ | International Small Cap | 14 | 0.12% |
| International Equity Portfolio | | B- | International Large Cap - Growth | 14 | 0.85% |
| Bonds | | | | | |
| Capital Preservation Portfolio | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Income Fund Institutional Class | PIMIX | A+ | Bond - Emerging Market | 3 | 0.45% |
| Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | C- | Bond - Multi Sector | 3 | 0.07% |