| Vanguard Wellesley Income Admiral | VWIAX | 60,28 | +0,48% | 42,33B | 02/05 | |
| Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20,56 | +0,73% | 10,26B | 03/05 | |
| Vanguard Tax-Managed Balanced Adm | VTMFX | 42,36 | +0,71% | 9,58B | 02/05 | |
| Vanguard Wellesley Income Inv | VWINX | 24,88 | +0,44% | 9,21B | 03/05 | |
| BlackRock Multi-Asset Income Instl | BIICX | 9,95 | +0,40% | 6,01B | 02/05 | |
| American Funds Income Portfolio A | INPAX | 12,79 | +0,63% | 5,4B | 03/05 | |
| JPMorgan Income Builder A | JNBAX | 9,59 | +0,84% | 4,25B | 03/05 | |
| Hartford Balanced Income A | HBLAX | 14,27 | +0,49% | 4,22B | 03/05 | |
| Thrivent Series Moderately Conservative Allocation | 0P0000. | 12,976 | +0,70% | 4,05B | 03/05 | |
| BlackRock Multi-Asset Income Investor A | BAICX | 9,94 | +0,40% | 3,79B | 03/05 | |
| Hartford Balanced Income I | HBLIX | 14,28 | +0,49% | 3,74B | 03/05 | |
| AST Preservation Asset Allocation Portfolio | 0P0000. | 20,060 | +0,75% | 3,38B | 03/05 | |
| American Funds Tx-Advtg Inc A | TAIAX | 15,43 | +0,72% | 3,54B | 03/05 | |
| Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,670 | +0,62% | 3,58B | 03/05 | |
| JPMorgan Income Builder Select | JNBSX | 9,61 | +0,84% | 3,27B | 03/05 | |
| American Funds College 2030 529A | CTHAX | 12,75 | +0,71% | 3,1B | 03/05 | |
| JPMorgan Investor Conservative Growth A | OICAX | 12,23 | +0,58% | 2,83B | 03/05 | |
| MFS Conservative Allocation A | MACFX | 16,53 | +0,61% | 2,62B | 02/05 | |
| Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40,390 | +0,85% | 2,55B | 03/05 | |
| American Funds College 2027 529A | CSTAX | 11,70 | +0,60% | 2,55B | 03/05 | |