| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| BTC Lifepath 2035 O | | C | U.S. All Cap | 11 | 0.15% |
| BTC Lifepath 2040 O | | C | U.S. All Cap | 12 | 0.15% |
| BTC Lifepath 2045 O | | C | U.S. All Cap | 13 | 0.15% |
| BTC Lifepath 2050 O | | C | U.S. All Cap | 14 | 0.15% |
| BTC Lifepath 2055 O | | C | U.S. All Cap | 14 | 0.15% |
| BTC Lifepath 2060 O | | C | U.S. All Cap | 14 | 0% |
| Vanguard 500 Index Fund Admiral Class | VFIAX | C | U.S. Large Cap | 15 | 0.05% |
| BTC Lifepath Retirement O | | C | U.S. All Cap | 6 | 0.14% |
| BTC Lifepath 2025 O | | C | U.S. All Cap | 8 | 0.14% |
| BTC Lifepath 2030 O | | C | U.S. All Cap | 9 | 0.15% |
| U.S. Equities - Growth | | | | | |
| Fidelity Contrafund Units | | C-- | U.S. Large Cap - Growth | 19 | 0.56% |
| Vanguard Russell 1000 Growth Index Fund Institutional Shares | VRGWX | C-- | U.S. Large Cap - Growth | 20 | 0.08% |
| Artisan Mid Cap Fund Investor Class | ARTMX | D- | U.S. Mid Cap - Growth | 21 | 1.22% |
| Fidelity Growth Company Units | | B-- | U.S. All Cap - Growth | 23 | 0.71% |
| Vanguard Russell 2000 Growth Index Fund Institutional Shares | VRTGX | C-- | U.S. Small Cap - Growth | 24 | 0.08% |
| Microsoft Corporation | MSFT | C-- | U.S. Mega Cap - Growth | 27 | 0% |
| U.S. Equities - Value | | | | | |
| Vanguard Russell 1000 Value Index Fund Institutional Shares | VRVIX | C++ | U.S. Large Cap - Value | 16 | 0.08% |
| DFA Sm/Mid Cap Value Account | | B++ | U.S. Small Cap - Value | 26 | 0.52% |
| Global & Intl. Equity | | | | | |
| Russell International Growth | | C- | International Large Cap - Growth | 15 | 0.4% |
| Russell International Value | | B | International Large Cap - Value | 17 | 0.4% |
| PIMCO Inflation Response Multi-Asset Fund Institutional | PIRMX | A++ | International Small Cap | 6 | 0.75% |
| PIMCO All Asset All Authority Fund Institutional Class | PAUIX | A++ | International Small Cap | 8 | 0.18% |
| Bonds | | | | | |
| Blackrock Short-term Investment Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Vanguard Short-Term Bond Index Fund Institutional Plus Shares | VBIPX | C- | U.S. Treasury - Short / Intermediate | 1 | 0.05% |
| PIMCO Total Return Fund Institutional Class | PTTRX | B- | Bond - Multi Sector | 3 | 0.46% |