| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Fidelity Freedom 2020 Fund Class K | FSNOX | B | U.S. All Cap | 10 | 0% |
| Fidelity Freedom 2030 Fund Class K | FSNQX | A | U.S. All Cap | 13 | 0% |
| Fidelity Balanced Fund Class K | FBAKX | B | U.S. All Cap | 15 | 0.46% |
| Fidelity Freedom 2050 Fund Class K | FNSBX | A | U.S. All Cap | 17 | 0% |
| Fidelity Freedom 2060 Fund Class K | FNSFX | A | U.S. All Cap | 17 | 0% |
| Fidelity Freedom 2040 Fund Class K | FSNVX | A | U.S. All Cap | 17 | 0% |
| American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | B | U.S. Large Cap | 17 | 0.45% |
| T. Rowe Price Dividend Growth - I | | D | U.S. All Cap | 19 | 0.66% |
| Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | D | U.S. Large Cap | 21 | 0.02% |
| Janus Enterprise Fund Class N | JDMNX | D++ | U.S. Mid Cap | 23 | 0.68% |
| Fidelity Freedom Income Class K | FNSHX | B | U.S. All Cap | 4 | 0% |
| Fidelity Freedom 2010 Fund Class K | FSNKX | B | U.S. All Cap | 7 | 0% |
| U.S. Equities - Growth | | | | | |
| Fidelity Growth Company Commingled Pool | | A-- | U.S. All Cap - Growth | 27 | 0.71% |
| Vanguard Extended Market Index Fund Admiral Shares | VEXAX | A+ | U.S. Small Cap - Growth | 27 | 0.1% |
| ClearBridge Small Cap Growth Fund Class IS | LMOIX | B+ | U.S. Small Cap - Growth | 27 | 0.79% |
| U.S. Equities - Value | | | | | |
| Fidelity Low-Priced Stock Commingled Pool | | A++ | U.S. All Cap - Value | 21 | 0.68% |
| JPMorgan U.S. Value Class R6 | | B++ | U.S. Large Cap - Value | 22 | 0.89% |
| Columbia Small Cap Value Fund II Class Y Shares | CRRYX | A++ | U.S. Small Cap - Value | 34 | 0.84% |
| Global & Intl. Equity | | | | | |
| The Hartford International Opportunities Fund Class Y | HAOYX | A- | International Large Cap - Growth | 19 | 0.75% |
| T. Rowe Price International Value - I | | A+ | International Large Cap - Value | 21 | 0.86% |
| Bonds | | | | | |
| Fidelity Advisor Total Bond - Z | | C- | Bond - U.S. Corporate | 3 | 0.45% |