| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| American Funds 2035 Target Date Retirement Fund Class R-4 | RDFTX | C | U.S. All Cap | 11 | 0% |
| American Funds 2040 Target Date Retirement Fund Class R-4 | RDGTX | C | U.S. All Cap | 12 | 0% |
| American Funds 2045 Target Date Retirement Fund Class R-4 | RDHTX | C | U.S. All Cap | 13 | 0% |
| American Funds 2050 Target Date Retirement Fund Class R-4 | RDITX | C | U.S. All Cap | 13 | 0% |
| American Funds 2055 Target Date Retirement Fund Class R-4 | RDJTX | C | U.S. All Cap | 13 | 0% |
| American Funds 2060 Target Date Retirement Fund Class R-4 | RDKTX | C | U.S. All Cap | 13 | 0% |
| American Funds Capital World Growth & Income - R4 | | C | U.S. Large Cap | 14 | 0.8% |
| State Street S&P 500 Index Cl F | | C | U.S. Large Cap | 15 | 0.24% |
| Pioneer VCT Inst | | D- | U.S. Mega Cap | 17 | 0.82% |
| Thornburg Value R3 | | F+ | U.S. Mid Cap | 19 | 1.34% |
| American Funds 2010 Target Date Retirement Fund Class R-4 | RDATX | C | U.S. All Cap | 6 | 0% |
| American Funds 2015 Target Date Retirement Fund Class R-4 | RDBTX | C | U.S. All Cap | 6 | 0% |
| American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | C | U.S. All Cap | 7 | 0% |
| Fidelity VIP Asset Mngr Initial | | C | U.S. All Cap | 8 | 0.66% |
| American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | C | U.S. Large Cap | 8 | 0% |
| American Funds 2030 Target Date Retirement Fund Class R-4 | RDETX | C | U.S. All Cap | 9 | 0% |
| U.S. Equities - Growth | | | | | |
| Fidelity VIP Contrafund Init | | C-- | U.S. Large Cap - Growth | 19 | 0.66% |
| Vanguard VIP Small Company Growth Instl. | | C-- | U.S. Small Cap - Growth | 21 | 0.08% |
| American Century Ultra Inv. | | C-- | U.S. Large Cap - Growth | 21 | 0.99% |
| American Century Heritage A | | D- | U.S. Mid Cap - Growth | 22 | 1.25% |
| U.S. Equities - Value | | | | | |
| Fidelity VIP Eqty-Inc Init | | B++ | U.S. Mega Cap - Value | 14 | 0.64% |
| Virtus Ceredex MCV Equity I | | B++ | U.S. Large Cap - Value | 16 | 1.09% |
| Virtus Ceredex Small Cap Value Equity I | | C++ | U.S. Mid Cap - Value | 19 | 1.22% |
| Columbia MidCap Index A | | D++ | U.S. Mid Cap - Value | 19 | 0.45% |
| AllianzGI NFJ Small Cap Value Admin | | F++ | U.S. Mid Cap - Value | 20 | 1.02% |
| Global & Intl. Equity | | | | | |
| Oppenheimer Intl. Growth Y | | B- | International Large Cap - Growth | 16 | 0.9% |
| Oppenheimer Dev Markets A | | C | Emerging Markets | 17 | 1.35% |
| Bonds | | | | | |
| Alternate Fixed Account | | C | U.S. Cash / Money Market | 0 | 0% |
| Pioneer Strategic Income Fund Class Y | STRYX | B++ | Bond - U.S. High Yield | 3 | 0.74% |
| PIMCO Total Return Fund Administrative Class | PTRAX | B- | Bond - Multi Sector | 3 | 0.71% |
| Templeton Global Bond Fund Class A | TPINX | D- | U.S. Treasury - Short / Intermediate | 3 | 0.86% |
| PIMCO High Yield Fund Administrative Class | PHYAX | C++ | Bond - U.S. High Yield | 3 | 0.8% |