| Name | Ticker | Action | Date | |
| Wells Fargo Special Small Cap Value Fund - Class R6 | ESPRX | was added by brian | 11/3/2021 | Remove |
| T. Rowe Price Diversified Mid Cap Growth Fund I Class | | was added by brian | 11/3/2021 | Remove |
| T. Rowe Price Blue Chip Growth I | TBCIX | was added by brian | 11/3/2021 | Remove |
| Putnam Large Cap Value Fund Class R6 | | was added by brian | 11/3/2021 | Remove |
| Putnam International Value Fund Cl R6 | | was added by brian | 11/3/2021 | Remove |
| PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | was added by brian | 11/3/2021 | Remove |
| PIMCO Income Fund Institutional Class | PIMIX | was added by brian | 11/3/2021 | Remove |
| Prudential Total Return Bond Fund Class Q | PTRQX | was added by brian | 11/3/2021 | Remove |
| MFS International Growth Fund Class R6 | MGRDX | was added by brian | 11/3/2021 | Remove |
| Great West Investments Fixed Account | | was added by brian | 11/3/2021 | Remove |
| BlackRock Russell 2000 Index Fund Cl R | | was added by brian | 11/3/2021 | Remove |
| BlackRock Mid Cap Equity Index Fund Cl R | | was added by brian | 11/3/2021 | Remove |
| BlackRock Equity Index Fund Cl R | | was added by brian | 11/3/2021 | Remove |
| BlackRock EAFE Equity Index Fund Cl R | | was added by brian | 11/3/2021 | Remove |
| American Century Rd Hybrid In Retirement Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2055 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2050 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2045 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2040 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2035 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2030 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2030 Cl 1 | | was removed by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2030 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century RD Hybrid 2025 Cl 1 | | was added by brian | 11/3/2021 | Remove |
| American Century Mid Cap Value Fund Institutional Class | AVUAX | was added by brian | 11/3/2021 | Remove |
| Amer Cent World Mut Shs -R6- Emerging Markets Fund | AEDMX | was added by brian | 11/3/2021 | Remove |
| Alger Small Cap Focus Fund Class I | AOFIX | was added by brian | 11/3/2021 | Remove |
| American Century Mid Cap Value Fund R Class | AMVRX | was removed by kevin.sullivan | 11/3/2021 | |
| Amer Cent World Mut Shs -R6- Emerging Markets Fund | AEDMX | was removed by kevin.sullivan | 11/3/2021 | Remove |
| Alger Small Cap Focus Fund Class I | AOFIX | was removed by kevin.sullivan | 11/3/2021 | Remove |
| Great West Investments Fixed Account | | was removed by kevin.sullivan | 11/3/2021 | Remove |
| MFS Global Real Estate Fund Class R6 | MGLRX | was added by kevin.sullivan | 11/3/2021 | Remove |
| American Century Mid Cap Value Fund R Class | AMVRX | was added by kevin.sullivan | 11/3/2021 | |
| Amer Cent World Mut Shs -R6- Emerging Markets Fund | AEDMX | was added by kevin.sullivan | 11/3/2021 | Remove |
| Alger Small Cap Focus Fund Class I | AOFIX | was added by kevin.sullivan | 11/3/2021 | Remove |
| Great West Investments Fixed Account | | was added by kevin.sullivan | 11/3/2021 | Remove |