| | Vanguard Wellesley Income Admiral | VWIAX | 61,37 | -0,13% | 41,51B | 06/06 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 21,00 | +0,05% | 10,08B | 06/06 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 43,32 | +0,16% | 9,56B | 06/06 | |
| | Vanguard Wellesley Income Inv | VWINX | 25,33 | -0,16% | 8,85B | 06/06 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10,05 | 0,00% | 6,01B | 06/06 | |
| | American Funds Income Portfolio A | INPAX | 13,05 | +0,08% | 5,48B | 06/06 | |
| | Hartford Balanced Income A | HBLAX | 14,50 | -0,14% | 4,28B | 06/06 | |
| | JPMorgan Income Builder A | JNBAX | 9,77 | +0,10% | 4,29B | 06/06 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13,248 | 0,00% | 4,06B | 06/06 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10,04 | 0,00% | 3,8B | 06/06 | |
| | Hartford Balanced Income I | HBLIX | 14,51 | -0,14% | 3,75B | 06/06 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,860 | +0,10% | 3,58B | 06/06 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15,73 | +0,19% | 3,62B | 06/06 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20,560 | +0,05% | 3,49B | 06/06 | |
| | JPMorgan Income Builder Select | JNBSX | 9,78 | 0,00% | 3,3B | 06/06 | |
| | American Funds College 2030 529A | CTHAX | 12,99 | 0,00% | 3,17B | 06/06 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12,44 | 0,00% | 2,86B | 06/06 | |
| | MFS Conservative Allocation A | MACFX | 16,84 | 0,00% | 2,65B | 06/06 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41,620 | 0,00% | 2,61B | 06/06 | |
| | American Funds College 2027 529A | CSTAX | 11,87 | 0,00% | 2,6B | 06/06 | |
