| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | C | U.S. All Cap | 11 | 0.19% |
| Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | C | U.S. All Cap | 12 | 0.19% |
| Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | C | U.S. All Cap | 13 | 0.19% |
| Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | C | U.S. All Cap | 13 | 0.18% |
| Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | C | U.S. All Cap | 13 | 0% |
| Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | C | U.S. All Cap | 13 | 0.19% |
| Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | C | U.S. All Cap | 13 | 0.19% |
| BTC Equity Income M | | C | U.S. Large Cap | 15 | 0.05% |
| BTC Russell 3000 M | | C | U.S. All Cap | 15 | 0.2% |
| Vanguard PRIMECAP Core Fund Investor Shares | VPCCX | A | U.S. All Cap | 16 | 0.5% |
| BlackRock Russell 2000 Index M | | C+ | U.S. Small Cap | 23 | 0.2% |
| Vanguard Target Retirement Income Fund Investor Shares | VTINX | C | U.S. All Cap | 5 | 0.17% |
| Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | D | U.S. Large Cap | 7 | 0.17% |
| Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | D | U.S. All Cap | 8 | 0.17% |
| Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | D | U.S. All Cap | 9 | 0.18% |
| Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | C | U.S. All Cap | 10 | 0.18% |
| U.S. Equities - Value | | | | | |
| JPMorgan Equity Income Fund Class R6 | OIEJX | C++ | U.S. Mega Cap - Value | 15 | 0.53% |
| Fidelity Low-Priced Stock Fund Class K | FLPKX | A++ | U.S. All Cap - Value | 15 | 0.68% |
| Aristotle Sm Cap Eq | | C++ | U.S. Small Cap - Value | 20 | 2.03% |
| Specialty | | | | | |
| Cohen & Steers Realty Shares Fund | CSRSX | B++ | U.S. Real Estate | 18 | 0.97% |
| NextEra Energy Inc | NEE | F++ | U.S. Real Estate | 79 | 0% |
| Global & Intl. Equity | | | | | |
| BTC ACWI Ex US IMI M | | B- | International Large Cap | 15 | 0% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| Fisher Emerging Markets | | D | Emerging Markets | 19 | 0.67% |
| Bonds | | | | | |
| Vanguard VMMR-Fed Mmkt | | C | U.S. Cash / Money Market | 0 | 0% |
| Eaton Vance Floating - Rate Fund Institutional Class | EIBLX | A++ | Bond - U.S. High Yield | 2 | 0.74% |
| PIMCO Diversified Real Asset Trust | | F+ | U.S. Treasury - TIPS | 12 | 0.55% |
| Loomis Sayles Core Plus Bond Fund Class Y | NERYX | C | Bond - U.S. Corporate | 3 | 0.54% |
| BTC US Debt Index W | | C- | Bond - Multi Sector | 3 | 0.07% |