| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| BlackRock Institutional Equity Index Fund | | C | U.S. Large Cap | 15 | 0.07% |
| Meridian Small Cap Growth Fund A Class | MSGAX | A+ | U.S. Small Cap | 20 | 1.6% |
| U.S. Equities - Growth | | | | | |
| BlackRock Inst. Russell 2500 Index | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| U.S. Equities - Value | | | | | |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
| American Beacon Small Cap Value Fund Class Institutional | AVFIX | D++ | U.S. Small Cap - Value | 25 | 0.82% |
| Global & Intl. Equity | | | | | |
| Blackrock MSCI ACW ex-U.S. Index Non-Lending | | B- | International Large Cap | 15 | 0% |
| American Funds EuroPacific Growth Fund Class R-5 | RERFX | A- | International Large Cap - Growth | 16 | 0.54% |
| Bonds | | | | | |
| Wells Fargo Stable Value Fund N | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Total Return Fund Administrative Class | PTRAX | B- | Bond - Multi Sector | 3 | 0.71% |
| BlackRock Instl. U.S. Debt Index Fund Non-Lending | | C- | Bond - Multi Sector | 3 | 0.07% |
| DFA Inflation-Protected Securities Portfolio Institutional Class | DIPSX | C+ | U.S. Treasury - TIPS | 4 | 0.12% |
| Other | | | | | |
| DE Investments Large Cap Growth | | | Other | 0 | 1.75% |