| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| American Century Investments One Choice 2045 Portfolio Institutional Class | | C | U.S. All Cap | 11 | 0.01% |
| Fidelity Balanced Fund Class K | FBAKX | C | U.S. All Cap | 11 | 0.46% |
| American Century Investments One Choice 2050 Portfolio Institutional Class | | C | U.S. All Cap | 11 | 0.01% |
| American Century Investments One Choice 2055 Portfolio Institutional Class | | C | U.S. All Cap | 12 | 0.78% |
| Fidelity 500 Index | FXAIX | C | U.S. Large Cap | 15 | 0.02% |
| Fidelity Mid Cap Index | FSMDX | C+ | U.S. Mid Cap | 16 | 0.04% |
| Fidelity Small Cap Index | FSSNX | C+ | U.S. Small Cap | 23 | 0.05% |
| JPMorgan U.S. Small Company Fund Class R6 | JUSMX | C+ | U.S. Small Cap | 24 | 0.75% |
| American Century Investments One Choice 2025 Portfolio Institutional Class | | C | U.S. All Cap | 7 | 0.01% |
| American Century In Retirement Trust I Fund | | C | U.S. All Cap | 8 | 0.01% |
| American Century Investments One Choice 2030 Portfolio Institutional Class | ARCSX | C | U.S. All Cap | 8 | 0.01% |
| American Century Investments One Choice 2035 Portfolio Institutional Class | | C | U.S. All Cap | 9 | 0.01% |
| American Century Investments One Choice 2040 Portfolio Institutional Class | ARDSX | C | U.S. All Cap | 10 | 0.01% |
| U.S. Equities - Growth | | | | | |
| Janus Triton Fund Class N | JGMNX | B-- | U.S. Small Cap - Growth | 19 | 0.68% |
| MFS Growth Fund Class R6 | MFEKX | D-- | U.S. Large Cap - Growth | 20 | 0.71% |
| Eagle Mid Cap Growth Fund Class R6 | HRAUX | D- | U.S. Mid Cap - Growth | 20 | 0.78% |
| Invesco Oppenheimer Global Opportunities Fund Class R6 | | C- | U.S. Mid Cap - Growth | 21 | 0.76% |
| U.S. Equities - Value | | | | | |
| Invesco Diversified Dividend Fund Class R6 | LCEFX | D++ | U.S. All Cap - Value | 15 | 0.48% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | C++ | U.S. Mid Cap - Value | 17 | 0.88% |
| JP Morgan U.S. Small Company Fund Class R6 | | C++ | U.S. Mid Cap - Value | 19 | 0.74% |
| American Beacon Small Cap Value Fund Class Institutional | AVFIX | D++ | U.S. Small Cap - Value | 25 | 0.82% |
| Global & Intl. Equity | | | | | |
| Invesco Oppenheimer International Small-Mid Company Fund Cl R6 | | A- | International Large Cap - Growth | 14 | 0.83% |
| The Hartford International Opportunities Funds Class R6 | | B- | International Large Cap - Growth | 15 | 0.85% |
| Bonds | | | | | |
| Wells Fargo Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| BlackRock U.S. Government Bond Portfolio Institutional Shares | PNIGX | C-- | U.S. Treasury - Intermediate / Long | 2 | 0.62% |
| T. Rowe Price U.S. Bond Enhanced Index Fund | PBDIX | C- | Bond - Multi Sector | 3 | 0.3% |
| Goldman Sachs Bond Fund Class R6 Shares | | B- | Bond - Multi Sector | 4 | 1.09% |
| Other | | | | | |
| American Century Retirement Date 2020 Trust I Fund | | | Other | 0 | 0.01% |