| | Vanguard Wellesley Income Admiral | VWIAX | 60,67 | +0,05% | 40,9B | 08/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20,64 | -0,19% | 9,93B | 08/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42,71 | +0,02% | 9,35B | 08/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25,05 | +0,08% | 8,86B | 08/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10,00 | 0,00% | 6,04B | 08/05 | |
| | American Funds Income Portfolio A | INPAX | 12,88 | 0,00% | 5,44B | 08/05 | |
| | JPMorgan Income Builder A | JNBAX | 9,65 | 0,00% | 4,27B | 08/05 | |
| | Hartford Balanced Income A | HBLAX | 14,38 | +0,07% | 4,24B | 08/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13,039 | -0,16% | 4,06B | 08/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9,99 | 0,00% | 3,81B | 08/05 | |
| | Hartford Balanced Income I | HBLIX | 14,38 | +0,07% | 3,76B | 08/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20,160 | -0,10% | 3,41B | 08/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15,58 | +0,13% | 3,57B | 08/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,720 | -0,10% | 3,58B | 08/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9,67 | 0,00% | 3,29B | 08/05 | |
| | American Funds College 2030 529A | CTHAX | 12,82 | 0,00% | 3,12B | 08/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12,28 | -0,16% | 2,84B | 08/05 | |
| | MFS Conservative Allocation A | MACFX | 16,62 | -0,12% | 2,64B | 08/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40,660 | -0,07% | 2,57B | 08/05 | |
| | American Funds College 2027 529A | CSTAX | 11,73 | -0,09% | 2,56B | 08/05 | |
