| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Schwab Mngd Retirement Trust 2040 Cl IV | | C | U.S. All Cap | 12 | 0.84% |
| Schwab Mngd Retirement Trust 2050 Cl IV | | C | U.S. All Cap | 13 | 0.52% |
| Schwab S&P 500 Index Fund | SWPPX | C | U.S. Large Cap | 15 | 0.09% |
| Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | C+ | U.S. Mid Cap | 16 | 0.09% |
| Schwab Mngd Retirement Trust 2010 Cl IV | | C | U.S. All Cap | 6 | 0.55% |
| Schwab Mngd Retirement Trust 2020 Cl IV | | C | U.S. All Cap | 6 | 0.68% |
| Schwab Mngd Retirement Trust 2030 Cl IV | | C | U.S. All Cap | 10 | 0.77% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price Blue Chip Growth Fund | TRBCX | D-- | U.S. Large Cap - Growth | 21 | 0.74% |
| Vanguard Small-Cap Growth Index Fund Institutional Shares | VSGIX | C-- | U.S. Small Cap - Growth | 21 | 0.08% |
| U.S. Equities - Value | | | | | |
| American Beacon Large Cap Value Fund Class Institutional | AADEX | B++ | U.S. All Cap - Value | 18 | 0.58% |
| CRM Small Cap Value Fund Class Institutional | CRISX | F++ | U.S. Small Cap - Value | 25 | 0.85% |
| Specialty | | | | | |
| Cohen & Steers Institutional Realty Shares | CSRIX | B++ | U.S. Real Estate | 17 | 0.75% |
| Global & Intl. Equity | | | | | |
| Laudus International MarketMasters Fund - Select Shares | SWMIX | A- | International Large Cap - Growth | 16 | 1.25% |
| Bonds | | | | | |
| Marley Stable Value Cl 25-I | | C | U.S. Cash / Money Market | 0 | 0% |
| Dodge & Cox Income Fund | DODIX | C | Bond - U.S. Corporate | 3 | 0.43% |
| PIMCO Real Return Fund Institutional Class | PRRIX | C+ | U.S. Treasury - TIPS | 4 | 0.45% |
| Other | | | | | |
| Vanguard FTSE Social Index Fund Investor Shares | VFTSX | | Other | 0 | 0.28% |
| Schwab Mngd Retirement IncomeTrust Cl IV | | | Other | 0 | 0% |