| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| State Street Target Retirement 2035 Fund Class K | SSCKX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2040 Fund Class K | SSCQX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2045 Fund Class K | SSDEX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2060 Fund Class K | SSDYX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2055 Fund Class K | SSDQX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2050 Fund Class K | SSDLX | C | U.S. All Cap | 12 | 0% |
| Neuberger Berman Socially Responsive Fund Class R6 | NRSRX | B | U.S. All Cap | 15 | 0.62% |
| SSGA Large Cap Index | | C | U.S. Large Cap | 15 | 0.05% |
| Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | C- | U.S. Mega Cap | 16 | 0.16% |
| Pyramis Small Cap Core | | A+ | U.S. Small Cap | 20 | 0.7% |
| State Street Target Retirement Fund Class K | SSFOX | C | U.S. All Cap | 5 | 0% |
| State Street Target Retirement 2020 Fund Class K | SSBOX | B | U.S. All Cap | 7 | 0% |
| State Street Target Retirement 2025 Fund Class K | SSBSX | C | U.S. All Cap | 8 | 0% |
| State Street Target Retirement 2030 Fund Class K | SSBYX | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| Fidelity Contrafund Fund Class K | FCNKX | C-- | U.S. Large Cap - Growth | 19 | 0.56% |
| SSGA Mid/Small Index | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| Fidelity Growth Company Fund Class K | FGCKX | B-- | U.S. All Cap - Growth | 23 | 0.71% |
| U.S. Equities - Value | | | | | |
| Fidelity Low-Priced Stock Fund Class K | FLPKX | A++ | U.S. All Cap - Value | 15 | 0.68% |
| LSV Large Cap Value Equity | | B++ | U.S. All Cap - Value | 19 | 0.65% |
| Ariel Fund Institutional Class | ARAIX | A++ | U.S. Mid Cap - Value | 20 | 0.72% |
| Specialty | | | | | |
| SSGA REIT Index | | B++ | U.S. Real Estate | 18 | 0.1% |
| Global & Intl. Equity | | | | | |
| SSGA Intl. Index | | D++ | International Small Cap | 14 | 0.14% |
| Fidelity Diversified International Fund Class K | FDIKX | B- | International Large Cap - Growth | 14 | 0.78% |
| SSGA Emrg Mkts Index | | C | Emerging Markets | 17 | 0.15% |
| Bonds | | | | | |
| Income Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Total Return Fund Administrative Class | PTRAX | B- | Bond - Multi Sector | 3 | 0.71% |
| Blackrock U.S. Debt Index Fund | | C- | Bond - Multi Sector | 3 | 0.08% |
| Neuberger Berman High Income Bond Fund Class R6 | NRHIX | B++ | Bond - U.S. High Yield | 4 | 0.62% |
| PIMCO Real Return Fund Institutional Class | PRRIX | C+ | U.S. Treasury - TIPS | 4 | 0.45% |
| Fidelity New Markets Income Fund | FNMIX | C+ | Bond - Emerging Market | 4 | 0.84% |
| Other | | | | | |
| State Street Target Retirement 2015 Fund Class K | SSBHX | | Other | 0 | 0% |