| Name | Ticker | Action | Date | |
| Invesco Diversified Dividend Fund Class R6 | LCEFX | was added by brian | 6/11/2021 | Remove |
| Invesco Diversified Dividend Fund Class R6 | LCEFX | was removed by brian | 6/11/2021 | Remove |
| Goldman Sachs Bond Fund Class R6 Shares | | was added by brian | 6/11/2021 | Remove |
| Invesco Diversified Dividend Fund Class R6 | LCEFX | was added by brian | 6/11/2021 | Remove |
| JPMorgan U.S. Small Company Fund Class R6 | JUSMX | was added by brian | 6/11/2021 | Remove |
| Eagle Mid Cap Growth Fund Class R6 | HRAUX | was added by brian | 6/11/2021 | Remove |
| American Beacon Small Cap Value Fund Class Institutional | AVFIX | was added by brian | 6/11/2021 | Remove |
| MFS Mid Cap Value Fund Class R6 | MVCKX | was added by brian | 6/11/2021 | Remove |
| MFS Growth Fund Class R6 | MFEKX | was added by brian | 6/11/2021 | Remove |
| T. Rowe Price U.S. Bond Enhanced Index Fund | PBDIX | was added by brian | 6/11/2021 | Remove |
| Janus Triton Fund Class N | JGMNX | was added by brian | 6/11/2021 | Remove |
| Fidelity Balanced Fund Class K | FBAKX | was added by brian | 6/11/2021 | Remove |
| Fidelity 500 Index | FXAIX | was added by brian | 6/11/2021 | Remove |
| Fidelity Mid Cap Index | FSMDX | was added by brian | 6/11/2021 | Remove |
| Fidelity Small Cap Index | FSSNX | was added by brian | 6/11/2021 | Remove |
| American Century Retirement Date 2020 Trust I Fund | | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2025 Portfolio Institutional Class | | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2030 Portfolio Institutional Class | ARCSX | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2040 Portfolio Institutional Class | ARDSX | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2035 Portfolio Institutional Class | | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2045 Portfolio Institutional Class | | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2050 Portfolio Institutional Class | | was added by brian | 6/11/2021 | Remove |
| American Century Investments One Choice 2055 Portfolio Institutional Class | | was added by brian | 6/11/2021 | Remove |
| American Century In Retirement Trust I Fund | | was added by brian | 6/11/2021 | Remove |
| Wells Fargo Stable Value Fund | | was added by brian | 6/11/2021 | Remove |
| BlackRock U.S. Government Bond Portfolio Institutional Shares | PNIGX | was added by brian | 6/11/2021 | Remove |
| The Hartford International Opportunities Funds Class R6 | | was added by brian | 6/11/2021 | Remove |
| JP Morgan U.S. Small Company Fund Class R6 | | was added by brian | 6/11/2021 | Remove |
| Invesco Oppenheimer Global Opportunities Fund Class R6 | | was added by brian | 6/11/2021 | Remove |
| Invesco Oppenheimer International Small-Mid Company Fund Cl R6 | | was added by brian | 6/11/2021 | Remove |