| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| T. Rowe Price Retirement 2030 Fund - (Class C) | | C | U.S. All Cap | 11 | 0% |
| T. Rowe Price Retirement 2035 Fund - (Class C) | | C | U.S. All Cap | 12 | 0% |
| T. Rowe Price Retirement 2040 Fund - (Class C) | | C | U.S. All Cap | 13 | 0% |
| T. Rowe Price Retirement 2045 Fund - (Class C) | | C | U.S. All Cap | 14 | 0% |
| T. Rowe Price Retirement 2060 Fund - (Class C) | | C | U.S. All Cap | 14 | 0% |
| T. Rowe Price Retirement 2050 Fund - (Class C) | | C | U.S. All Cap | 14 | 0% |
| T. Rowe Price Retirement 2055 Fund - (Class C) | | B | U.S. All Cap | 14 | 0% |
| Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | C | U.S. Large Cap | 15 | 0.02% |
| T. Rowe Price Retirement 2005 Fund - (Class C) | | B | U.S. All Cap | 6 | 0% |
| T. Rowe Price Retirement 2010 Fund - (Class C) | | B | U.S. All Cap | 7 | 0% |
| T. Rowe Price Retirement 2015 Fund - (Class C) | | B | U.S. All Cap | 7 | 0% |
| T. Rowe Price Retirement 2020 Fund - (Class C) | | C | U.S. All Cap | 8 | 0.5% |
| T. Rowe Price Retirement 2025 Fund - (Class C) | | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | A-- | U.S. Small Cap - Growth | 20 | 0.06% |
| T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | D-- | U.S. Large Cap - Growth | 21 | 0.6% |
| Voya Small-Cap Opportunities Fund | | C-- | U.S. Small Cap - Growth | 21 | 0.88% |
| U.S. Equities - Value | | | | | |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
| Davita Inc | DVA | A++ | U.S. Large Cap - Value | 27 | 0% |
| Global & Intl. Equity | | | | | |
| Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | D++ | International Small Cap | 14 | 0.1% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| Bonds | | | | | |
| Vanguard Federal 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% |
| Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | C- | Bond - Multi Sector | 3 | 0.07% |