| | Vanguard Wellesley Income Admiral | VWIAX | 60,64 | +0,28% | 40,9B | 07/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20,68 | +0,19% | 9,93B | 07/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42,70 | +0,21% | 9,35B | 07/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25,03 | +0,28% | 8,86B | 07/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10,00 | +0,20% | 6,02B | 07/05 | |
| | American Funds Income Portfolio A | INPAX | 12,88 | +0,23% | 5,44B | 07/05 | |
| | JPMorgan Income Builder A | JNBAX | 9,65 | +0,21% | 4,26B | 07/05 | |
| | Hartford Balanced Income A | HBLAX | 14,37 | +0,35% | 4,23B | 07/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13,060 | +0,21% | 4,07B | 07/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9,99 | +0,20% | 3,8B | 07/05 | |
| | Hartford Balanced Income I | HBLIX | 14,37 | +0,28% | 3,75B | 07/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20,180 | +0,20% | 3,4B | 07/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15,56 | +0,26% | 3,57B | 07/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,730 | +0,21% | 3,58B | 07/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9,67 | +0,21% | 3,28B | 07/05 | |
| | American Funds College 2030 529A | CTHAX | 12,82 | +0,23% | 3,11B | 07/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12,30 | +0,16% | 2,84B | 07/05 | |
| | MFS Conservative Allocation A | MACFX | 16,64 | +1,28% | 2,63B | 07/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40,690 | +0,17% | 2,56B | 07/05 | |
| | American Funds College 2027 529A | CSTAX | 11,74 | +0,17% | 2,56B | 07/05 | |
