| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Fidelity 500 Index | FXAIX | C | U.S. Large Cap | 15 | 0.02% |
| Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | C | U.S. Large Cap | 16 | 0.21% |
| Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | C+ | U.S. Mid Cap | 16 | 0.09% |
| The Hartford MidCap Fund Class I | HFMIX | F+ | U.S. Mid Cap | 18 | 0.96% |
| Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | B+ | U.S. Small Cap | 19 | 0.09% |
| U.S. Equities - Growth | | | | | |
| MFS Growth Fund Class I | MFEIX | D-- | U.S. Large Cap - Growth | 20 | 0.79% |
| Legg Mason ClearBridge Small Cap Growth Fund | | A-- | U.S. Small Cap - Growth | 22 | 0.9% |
| U.S. Equities - Value | | | | | |
| Putnam Equity Income Fund | | B++ | U.S. Large Cap - Value | 15 | 0.77% |
| American Century Mid Cap Value Fund Institutional Class | AVUAX | D++ | U.S. All Cap - Value | 16 | 0.8% |
| Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | D++ | U.S. Small Cap - Value | 22 | 0.98% |
| Specialty | | | | | |
| Vanguard REIT Index Fund Admiral Shares | VGSLX | B++ | U.S. Real Estate | 18 | 0.1% |
| Global & Intl. Equity | | | | | |
| Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | D++ | International Small Cap | 14 | 0.14% |
| Goldman Sachs International Small Cap Insights Fund Institutional Shares | GICIX | D++ | International Small Cap | 15 | 0.9% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| American Funds New World Fund Class R-6 | RNWGX | A | Emerging Markets | 16 | 0.65% |
| Bonds | | | | | |
| Vanguard Treasury Money Market Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Metropolitan West Total Return Bond Fund Class I | MWTIX | B- | Bond - Multi Sector | 3 | 0.4% |
| Fidelity U.S. Bond Index | FXNAX | C- | Bond - Multi Sector | 3 | 0.05% |
| Franklin Templeton Global Bond Fund | | F- | U.S. Treasury - Short / Intermediate | 4 | 0.51% |