| Vanguard Wellesley Income Admiral | VWIAX | 61,52 | +0,10% | 40,76B | 14/02 | |
| Vanguard Tax-Managed Balanced Adm | VTMFX | 46,30 | +0,04% | 10,59B | 14/02 | |
| Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20,97 | +0,14% | 10,25B | 14/02 | |
| Vanguard Wellesley Income Inv | VWINX | 25,40 | +0,12% | 8,5B | 14/02 | |
| BlackRock Multi-Asset Income Instl | BIICX | 10,31 | 0,10% | 5,94B | 14/02 | |
| American Funds Income Portfolio A | INPAX | 13,61 | 0,00% | 5,84B | 14/02 | |
| Hartford Balanced Income A | HBLAX | 14,57 | +0,14% | 4,5B | 14/02 | |
| JPMorgan Income Builder A | JNBAX | 10,04 | +0,10% | 4,23B | 14/02 | |
| American Funds Tx-Advtg Inc A | TAIAX | 16,18 | -0,12% | 4B | 14/02 | |
| Thrivent Series Moderately Conservative Allocation | 0P0000. | 13,556 | +0,17% | 3,68B | 14/02 | |
| BlackRock Multi-Asset Income Investor A | BAICX | 10,30 | +0,10% | 3,65B | 14/02 | |
| Hartford Balanced Income I | HBLIX | 14,58 | +0,14% | 3,52B | 14/02 | |
| American Funds College 2030 529A | CTHAX | 13,38 | +0,07% | 3,53B | 14/02 | |
| Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 10,120 | +0,20% | 3,47B | 14/02 | |
| AST Preservation Asset Allocation Portfolio | 0P0000. | 21,820 | +0,23% | 3,33B | 14/02 | |
| JPMorgan Income Builder Select | JNBSX | 10,07 | +0,20% | 3,19B | 14/02 | |
| JPMorgan Investor Conservative Growth A | OICAX | 12,61 | +0,24% | 2,85B | 14/02 | |
| American Funds College 2027 529A | CSTAX | 12,08 | +0,17% | 2,8B | 14/02 | |
| Prudential Series Fund Conservative Balanced Portf | 0P0000. | 45,290 | +0,13% | 2,72B | 14/02 | |
| MFS Conservative Allocation A | MACFX | 16,71 | +0,18% | 2,64B | 14/02 | |