| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| State Street Target Retirement 2020 Fund Class K | SSBOX | C | U.S. All Cap | 10 | 0% |
| State Street Target Retirement 2025 Fund Class K | SSBSX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2030 Fund Class K | SSBYX | C | U.S. All Cap | 13 | 0% |
| State Street Target Retirement 2035 Fund Class K | SSCKX | C | U.S. All Cap | 15 | 0% |
| State Street Target Retirement 2040 Fund Class K | SSCQX | C | U.S. All Cap | 16 | 0% |
| State Street Target Retirement 2045 Fund Class K | SSDEX | C | U.S. All Cap | 17 | 0% |
| State Street Target Retirement 2060 Fund Class K | SSDYX | B | U.S. All Cap | 17 | 0% |
| State Street Target Retirement 2055 Fund Class K | SSDQX | B | U.S. All Cap | 17 | 0% |
| State Street Target Retirement 2050 Fund Class K | SSDLX | B | U.S. All Cap | 17 | 0% |
| American Funds Investment Company of America Class R-6 | RICGX | C | U.S. Large Cap | 19 | 0.3% |
| State Street S&P 500 Index Fund Class K | | C | U.S. Large Cap | 21 | 0.05% |
| AbbVie Inc | ABBV | A- | U.S. Mega Cap | 26 | 0% |
| GW&K Small-Mid Cap Core Equity Collective Investment Trust | | C++ | U.S. Small Cap | 28 | 0.97% |
| State Street Target Retirement Fund Class K | SSFOX | C | U.S. All Cap | 8 | 0% |
| U.S. Equities - Growth | | | | | |
| American Funds The Growth Fund of America Class R-6 | RGAGX | A-- | U.S. All Cap - Growth | 22 | 0.34% |
| State Street Russell Small/Mid Cap Index Fund Class K | | A+ | U.S. Small Cap - Growth | 27 | 0.1% |
| Abbott Laboratories | ABT | A-- | U.S. Large Cap - Growth | 28 | 0% |
| U.S. Equities - Value | | | | | |
| American Funds Washington Mutual Investors Fund Class R-6 | RWMGX | C+ | U.S. Mega Cap - Value | 19 | 0.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | VMVAX | D++ | U.S. Mid Cap - Value | 27 | 0.09% |
| Global & Intl. Equity | | | | | |
| PIMCO Short-Term Fund Institutional Class | PTSHX | B | International Large Cap | 1 | 0.45% |
| PIMCO All Asset Fund Institutional Class | PAAIX | A++ | International Small Cap | 10 | 0.07% |
| BlackRock International Multi Cap Equity Fund | | C | Europe | 15 | 1.23% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 19 | 0.49% |
| NT Collective World ex US Index Fund | | B | International Large Cap | 19 | 0.15% |
| NT Collective ACWI ex-US Index Fund | | B | International Large Cap | 19 | 0% |
| Bonds | | | | | |
| Northern Trust Collective Short Term Investment Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Total Return Fund Institutional Class | PTTRX | B- | Bond - Multi Sector | 3 | 0.46% |
| State Street US Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.07% |
| PIMCO Short-Term Floating NAV Portfolio II | | B++ | Bond - U.S. High Yield | 3 | 0.75% |