| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Blackrock Global Equity Index Fund | | C | U.S. All Cap | 14 | 0.16% |
| Procter & Gamble Co | PG | F- | U.S. Mega Cap | 15 | 0% |
| Blackrock Russell 2000 Index | | C+ | U.S. Small Cap | 23 | 0.2% |
| Specialty | | | | | |
| J M Smucker Co | SJM | A++ | U.S. Real Estate | 23 | 0% |
| Global & Intl. Equity | | | | | |
| Blackrock ACWI Ex-US Index | | D++ | International Small Cap | 14 | 0.14% |
| Bonds | | | | | |
| Blackrock Money Market Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| SSgA US Short Term Government/Credit | | C- | U.S. Treasury - Short / Intermediate | 1 | 0.1% |
| SSgA Real Return ex-Natural Resources Equity | | F+ | U.S. Treasury - TIPS | 12 | 0.55% |
| Blackrock US Debt Index | | C- | Bond - Multi Sector | 3 | 0.08% |