| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Schwab Target 2025 Fund | SWHRX | C | U.S. All Cap | 11 | 0.74% |
| Schwab Target 2030 Fund | SWDRX | C | U.S. All Cap | 13 | 0.77% |
| Schwab Target 2035 Fund | SWIRX | C | U.S. All Cap | 15 | 0.82% |
| Schwab Target 2040 Fund | SWERX | C | U.S. All Cap | 16 | 0.84% |
| American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | B | U.S. Large Cap | 17 | 0.45% |
| Schwab Target 2045 Fund | SWMRX | C | U.S. All Cap | 17 | 0.48% |
| Schwab Target 2050 Fund | SWNRX | C | U.S. All Cap | 18 | 0.52% |
| Schwab Target 2055 Fund | SWORX | C | U.S. All Cap | 19 | 0.47% |
| Schwab Target 2060 | swprx | C | U.S. All Cap | 19 | 0% |
| Large Cap Stock Index Fund | | C | U.S. Large Cap | 21 | 0.09% |
| Schwab Target 2010 Fund | SWBRX | C | U.S. All Cap | 7 | 0.55% |
| Schwab Managed Retirement Trust Cl IV Income | | C | U.S. All Cap | 7 | 0% |
| Schwab Target 2015 Fund | SWGRX | C | U.S. All Cap | 8 | 0% |
| Schwab Target 2020 Fund | SWCRX | C | U.S. All Cap | 8 | 0.68% |
| U.S. Equities - Growth | | | | | |
| Small & Mid Cap Growth Stock Fund | | B-- | U.S. Mid Cap - Growth | 24 | 0.09% |
| Large Cap Growth Stock Fund | | C-- | U.S. Large Cap - Growth | 24 | 0.09% |
| Fidelity Extended Market Index | FSMAX | A+ | U.S. Small Cap - Growth | 27 | 0% |
| U.S. Equities - Value | | | | | |
| Small & Mid Cap Value Stock Fund | | C++ | U.S. Mid Cap - Value | 27 | 0.09% |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 27 | 0.52% |
| Global & Intl. Equity | | | | | |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 19 | 0.49% |
| State Street Global All Cap Equity ex-US Index Fund | | C | International Large Cap | 20 | 0.34% |
| Bonds | | | | | |
| Galliard Stable Value Fund - PayPal | | C | U.S. Cash / Money Market | 0 | 0% |
| Metropolitan West Total Return Bond Fund Class I | MWTIX | B- | Bond - Multi Sector | 3 | 0.4% |
| Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | C- | Bond - Multi Sector | 3 | 0.07% |