| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| LifePath Index 2025-J | | C | U.S. All Cap | 10 | 0.14% |
| LifePath Index 2030-J | | C | U.S. All Cap | 13 | 0.15% |
| LifePath Index 2035-J | | C | U.S. All Cap | 15 | 0.15% |
| LifePath Index 2040-J | | C | U.S. All Cap | 17 | 0.15% |
| LifePath Index 2060-J | | C | U.S. All Cap | 17 | 0.18% |
| LifePath Index 2045-J | | C | U.S. All Cap | 19 | 0.15% |
| LifePath Index 2050-J | | C | U.S. All Cap | 19 | 0.15% |
| LifePath Index 2055-J | | C | U.S. All Cap | 19 | 0.15% |
| BlackRock Russell 1000 Index - M | | C | U.S. Large Cap | 21 | 0.15% |
| BlackRock Russell 2000 Index - M | | C++ | U.S. Small Cap | 30 | 0.2% |
| LifePath Index Retirement-J | | C | U.S. All Cap | 8 | 0.14% |
| U.S. Equities - Growth | | | | | |
| American Funds New Perspective Fund Class R-6 | RNPGX | A-- | U.S. All Cap - Growth | 20 | 0.45% |
| Domini Social Equity Fund Institutional Class | DIEQX | B-- | U.S. All Cap - Growth | 21 | 0.8% |
| T. Rowe Price Blue Chip Growth Fund | TRBCX | F-- | U.S. Large Cap - Growth | 25 | 0.74% |
| U.S. Equities - Value | | | | | |
| DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | B++ | U.S. Small Cap - Value | 31 | 0.37% |
| Global & Intl. Equity | | | | | |
| Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | A++ | International Small Cap | 17 | 0.98% |
| MFS Institutional International Equity Fund | MIEIX | D | Europe | 18 | 0.71% |
| BlackRock MSCI ACWI ex-US Index - M | | B | International Large Cap | 19 | 0% |
| PIMCO Global Bond (Unhedged) Fund Institutional Class | PIGLX | B++ | International Small Cap | 5 | 0.55% |
| Bonds | | | | | |
| BlackRock Money Market - W | | C | U.S. Cash / Money Market | 0 | 0% |
| BlackRock US Debt Index - W | | C- | Bond - Multi Sector | 3 | 0.07% |
| Other | | | | | |
| Fidelity M&R Managed Income Portfolio - 1 | | | Other | 0 | 0% |
| LifePath Index 2020-J | | | Other | 0 | 0.14% |