| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| BTC Lifepath Retirement O | | C | U.S. Mid Cap | 13 | 0.14% |
| BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | C | U.S. All Cap | 17 | 0.14% |
| BTC Lifepath 2030 O | | C | U.S. All Cap | 21 | 0.15% |
| BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | D | U.S. All Cap | 24 | 0.15% |
| BTC Lifepath 2040 O | | D | U.S. All Cap | 28 | 0.15% |
| BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | D | U.S. All Cap | 31 | 0.15% |
| BTC Lifepath 2050 O | | D | U.S. All Cap | 32 | 0.15% |
| BTC Lifepath 2060 O | | D | U.S. All Cap | 32 | 0% |
| BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | D | U.S. All Cap | 32 | 0.15% |
| Vanguard 500 Index Fund Investor Class | VFINX | D | U.S. Large Cap | 34 | 0.17% |
| U.S. Equities - Growth | | | | | |
| Artisan Mid Cap Fund Investor Class | ARTMX | A++ | U.S. Mid Cap - Growth | 33 | 1.22% |
| Fidelity Contrafund Units | | D++ | U.S. Large Cap - Growth | 33 | 0.56% |
| Vanguard Russell 1000 Growth Index Fund Institutional Shares | VRGWX | C++ | U.S. Large Cap - Growth | 35 | 0.08% |
| Fidelity Growth Company Units | | A++ | U.S. All Cap - Growth | 36 | 0.71% |
| Vanguard Russell 2000 Growth Index Fund Institutional Shares | VRTGX | C++ | U.S. Small Cap - Growth | 40 | 0.08% |
| Microsoft Corporation | MSFT | F++ | U.S. Mega Cap - Growth | 44 | 0% |
| U.S. Equities - Value | | | | | |
| Vanguard Russell 1000 Value Index Fund Institutional Shares | VRVIX | C-- | U.S. Large Cap - Value | 36 | 0.08% |
| DFA Sm/Mid Cap Value Account | | D-- | U.S. Small Cap - Value | 48 | 0.52% |
| Global & Intl. Equity | | | | | |
| PIMCO Inflation Response Multi-Asset Fund Institutional | PIRMX | B | International Small Cap | 11 | 0.75% |
| PIMCO All Asset All Authority Fund Institutional Class | PAUIX | B- | International Large Cap - Value | 15 | 0.18% |
| Russell International Growth | | C | International Large Cap - Growth | 29 | 0.4% |
| Russell International Value | | C-- | International Large Cap - Value | 34 | 0.4% |
| Bonds | | | | | |
| Blackrock Short-term Investment Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Vanguard Short-Term Bond Index Fund Institutional Plus Shares | VBIPX | B+ | Bond - Multi Sector | 2 | 0.05% |
| PIMCO Total Return Fund Institutional Class | PTTRX | B+ | Bond - Multi Sector | 5 | 0.46% |