| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Aggressive Strategic Balanced Fund (Class I) | | C | U.S. All Cap | 11 | 0.19% |
| SSgA S&P 500 Index Fund N Class | SVSPX | C | U.S. Large Cap | 15 | 0.17% |
| Conservative Strategic Balanced Fund (Class I) | | C | U.S. All Cap | 5 | 0.17% |
| Moderate Strategic Balanced Fund (Class I) | | D | U.S. All Cap | 8 | 0.17% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price Blue Chip Growth I | TBCIX | D-- | U.S. Large Cap - Growth | 21 | 0% |
| U.S. Equities - Value | | | | | |
| T. Rowe Price Value I | trpix | B++ | U.S. Large Cap - Value | 16 | 0% |
| State Street S&P Mid Cap Index Fund (Class XIV) | | D++ | U.S. Mid Cap - Value | 19 | 0.25% |
| DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | B++ | U.S. Small Cap - Value | 22 | 0.37% |
| Global & Intl. Equity | | | | | |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| Bonds | | | | | |
| Invesco Stable Value Trust Fund (Class C) | | C | U.S. Cash / Money Market | 0 | 0% |
| Baird Aggregate Bond Fund Class Institutional | BAGIX | B-- | U.S. Treasury - Intermediate / Long | 3 | 0.3% |