| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| American Century RD Hybrid 2030 Cl 1 | | C | U.S. All Cap | 11 | 0.01% |
| American Century RD Hybrid 2035 Cl 1 | | C | U.S. All Cap | 12 | 0.01% |
| American Century RD Hybrid 2040 Cl 1 | | C | U.S. All Cap | 13 | 0.01% |
| American Century RD Hybrid 2045 Cl 1 | | C | U.S. All Cap | 14 | 0.01% |
| American Century RD Hybrid 2050 Cl 1 | | B | U.S. All Cap | 16 | 0.01% |
| American Century RD Hybrid 2055 Cl 1 | | B | U.S. All Cap | 16 | 0.78% |
| BlackRock Equity Index Fund Cl R | | C | U.S. Large Cap | 21 | 0.05% |
| BlackRock Mid Cap Equity Index Fund Cl R | | D++ | U.S. Mid Cap | 23 | 0.09% |
| BlackRock Russell 2000 Index Fund Cl R | | C++ | U.S. Small Cap | 27 | 0.09% |
| American Century RD Hybrid 2025 Cl 1 | | C | U.S. All Cap | 10 | 0.01% |
| American Century Rd Hybrid In Retirement Cl 1 | | D | U.S. All Cap | 10 | 0.01% |
| U.S. Equities - Growth | | | | | |
| T. Rowe Price Blue Chip Growth I | TBCIX | F-- | U.S. Large Cap - Growth | 25 | 0% |
| T. Rowe Price Diversified Mid Cap Growth Fund I Class | | F-- | U.S. Mid Cap - Growth | 26 | 0.75% |
| Alger Small Cap Focus Fund Class I | AOFIX | F-- | U.S. Mid Cap - Growth | 30 | 1.35% |
| U.S. Equities - Value | | | | | |
| Putnam Large Cap Value Fund Class R6 | | C++ | U.S. Large Cap - Value | 22 | 0% |
| American Century Mid Cap Value Fund Institutional Class | AVUAX | D++ | U.S. Mid Cap - Value | 24 | 0.8% |
| Wells Fargo Special Small Cap Value Fund - Class R6 | ESPRX | B++ | U.S. Small Cap - Value | 30 | 1.58% |
| Specialty | | | | | |
| MFS Global Real Estate Fund Class R6 | MGLRX | A-- | U.S. Real Estate | 20 | 0.97% |
| Global & Intl. Equity | | | | | |
| MFS International Growth Fund Class R6 | MGRDX | B- | International Large Cap - Growth | 17 | 0.88% |
| BlackRock EAFE Equity Index Fund Cl R | | C | International Large Cap | 20 | 0.34% |
| Putnam International Value Fund Cl R6 | | A+ | International Large Cap - Value | 21 | 1.09% |
| Amer Cent World Mut Shs -R6- Emerging Markets Fund | AEDMX | D++ | Emerging Markets | 21 | 0% |
| Bonds | | | | | |
| Great West Investments Fixed Account | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | B- | Bond - U.S. Corporate | 2 | 0.5% |
| PIMCO Income Fund Institutional Class | PIMIX | A++ | Bond - U.S. High Yield | 3 | 0.45% |
| Prudential Total Return Bond Fund Class Q | PTRQX | B- | Bond - Multi Sector | 4 | 0.52% |