| JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 78 | 51 | 123 | 59 | X | Aggressive Allocation |
| JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 78 | 52 | 124 | 59 | X | Moderate Allocation |
| JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 78 | 51 | 124 | 59 | X | Moderately Aggressive Allocation |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderately Aggressive Allocation |
| USBSX | Victory Cornerstone Moderate | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderate Allocation |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderate Allocation |
| QCSTRX | CREF Stock Account (R1) | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Aggressive Allocation |
| QCSTPX | CREF Stock Account (R2) | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Aggressive Allocation |
| QCSTIX | CREF Stock Account (R3) | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Aggressive Allocation |
| QCSTFX | CREF Stock Account (R4) | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Aggressive Allocation |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Moderate Allocation |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2030 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2035 |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2040 |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2045 |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2050 |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2055 |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2060 |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2065+ |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2065+ |
| TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderate Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Moderate Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2030 |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2030 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2030 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2035 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2035 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2035 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2040 |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2040 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2040 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2045 |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2045 |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2045 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2050 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2050 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2050 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2055 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2055 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2055 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2060 |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2060 |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2060 |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2065+ |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Target-Date 2065+ |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2030 |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2030 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2030 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2030 |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2035 |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2035 |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2035 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2040 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2040 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2040 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2040 |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2045 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2045 |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2045 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2050 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2050 |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2050 |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2055 |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2055 |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2055 |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 73 | 51 | 122 | 61 | X | Aggressive Allocation |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| FRGAX | Growth Allocation | Owns companies we recommend for divestment | 73 | 51 | 122 | 61 | X | Moderately Aggressive Allocation |
| JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 73 | 48 | 123 | 59 | X | Global Allocation |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 73 | 50 | 114 | 59 | X | Moderate Allocation |
| JHAUX | JHancock 2025 Lifetime Blend Pft A | Owns companies we recommend for divestment | 72 | 50 | 124 | 59 | X | Target-Date 2025 |
| JRTBX | JHancock 2025 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 72 | 50 | 124 | 59 | X | Target-Date 2025 |
| JRTDX | JHancock 2025 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 72 | 50 | 124 | 59 | X | Target-Date 2025 |
| JRTFX | JHancock 2025 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 72 | 50 | 124 | 59 | X | Target-Date 2025 |
| MRYAX | MassMutual RetireSMART by JPM 2030 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYYX | MassMutual RetireSMART by JPM 2030 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYUX | MassMutual RetireSMART by JPM 2030 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYNX | MassMutual RetireSMART by JPM 2030 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYZX | MassMutual RetireSMART by JPM 2030 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYTX | MassMutual RetireSMART by JPM 2030 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYSX | MassMutual RetireSMART by JPM 2030 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MMXAX | MassMutual RetireSMART by JPM 2035 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXYX | MassMutual RetireSMART by JPM 2035 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXUX | MassMutual RetireSMART by JPM 2035 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXNX | MassMutual RetireSMART by JPM 2035 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXZX | MassMutual RetireSMART by JPM 2035 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXTX | MassMutual RetireSMART by JPM 2035 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXSX | MassMutual RetireSMART by JPM 2035 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MRFAX | MassMutual RetireSMART by JPM 2040 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFYX | MassMutual RetireSMART by JPM 2040 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFUX | MassMutual RetireSMART by JPM 2040 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MFRNX | MassMutual RetireSMART by JPM 2040 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFZX | MassMutual RetireSMART by JPM 2040 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFTX | MassMutual RetireSMART by JPM 2040 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MFRSX | MassMutual RetireSMART by JPM 2040 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MMKAX | MassMutual RetireSMART by JPM 2045 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKYX | MassMutual RetireSMART by JPM 2045 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKUX | MassMutual RetireSMART by JPM 2045 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKNX | MassMutual RetireSMART by JPM 2045 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKZX | MassMutual RetireSMART by JPM 2045 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKTX | MassMutual RetireSMART by JPM 2045 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKSX | MassMutual RetireSMART by JPM 2045 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMARX | MassMutual RetireSMART by JPM 2050 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRYX | MassMutual RetireSMART by JPM 2050 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRUX | MassMutual RetireSMART by JPM 2050 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRNX | MassMutual RetireSMART by JPM 2050 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRZX | MassMutual RetireSMART by JPM 2050 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRTX | MassMutual RetireSMART by JPM 2050 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMTSX | MassMutual RetireSMART by JPM 2050 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMWAX | MassMutual RetireSMART by JPM 2055 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWYX | MassMutual RetireSMART by JPM 2055 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWZX | MassMutual RetireSMART by JPM 2055 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWTX | MassMutual RetireSMART by JPM 2055 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWEX | MassMutual RetireSMART by JPM 2055 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWUX | MassMutual RetireSMART by JPM 2055 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWSX | MassMutual RetireSMART by JPM 2055 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWDX | MassMutual RetireSMART by JPM 2060 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWFX | MassMutual RetireSMART by JPM 2060 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWIX | MassMutual RetireSMART by JPM 2060 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWBX | MassMutual RetireSMART by JPM 2060 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWCX | MassMutual RetireSMART by JPM 2060 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWHX | MassMutual RetireSMART by JPM 2060 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWGX | MassMutual RetireSMART by JPM 2060 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMZGX | MassMutual RetireSMART by Jpm 2065 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZEX | MassMutual RetireSMART by Jpm 2065 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZBX | MassMutual RetireSMART by Jpm 2065 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZHX | MassMutual RetireSMART by Jpm 2065 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZFX | MassMutual RetireSMART by Jpm 2065 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZCX | MassMutual RetireSMART by Jpm 2065 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZDX | MassMutual RetireSMART by Jpm 2065 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 72 | 48 | 122 | 55 | X | Global Large-Stock Blend |
| MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 71 | 50 | 120 | 57 | X | Target-Date 2030 |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 71 | 50 | 120 | 57 | X | Target-Date 2040 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 71 | 50 | 120 | 56 | X | Target-Date 2050 |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 71 | 47 | 120 | 55 | X | Target-Date 2060 |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2035 |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2035 |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2035 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2035 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2040 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2040 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2045 |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2045 |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2045 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2045 |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 70 | 47 | 120 | 56 | X | Target-Date 2045 |
| DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Moderate Allocation |
| DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Global Large-Stock Blend |
| DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 70 | 43 | 134 | 59 | X | Global Large-Stock Blend |
| DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Global Large-Stock Blend |
| DRIGX | Dimensional 2035 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2035 |
| DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2040 |
| DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2045 |
| DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2050 |
| DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2055 |
| DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2060 |
| DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2065+ |
| PVPAX | PIMCO RealPath Blend 2040 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 58 | X | Target-Date 2040 |
| PVPNX | PIMCO RealPath Blend 2040 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 58 | X | Target-Date 2040 |
| PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 58 | X | Target-Date 2045 |
| PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 58 | X | Target-Date 2045 |
| PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2050 |
| PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2050 |
| PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2055 |
| PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2055 |
| PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2060 |
| PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2060 |
| PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2065+ |
| PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2065+ |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2050 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2050 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2050 |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2050 |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2055 |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2055 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2055 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2060 |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2060 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2060 |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2065+ |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2065+ |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2065+ |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2065+ |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 117 | 53 | X | Target-Date 2065+ |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Aggressive Allocation |
| SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Moderate Allocation |
| SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Moderately Aggressive Allocation |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 67 | 46 | 120 | 53 | X | Global Large-Stock Blend |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 67 | 46 | 120 | 53 | X | Moderate Allocation |
| FJAHX | Fidelity Advisor Freedom Blend 2025 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FJAEX | Fidelity Advisor Freedom Blend 2025 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FJADX | Fidelity Advisor Freedom Blend 2025 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FJAGX | Fidelity Advisor Freedom Blend 2025 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FJABX | Fidelity Advisor Freedom Blend 2025 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRBQX | Fidelity Flex Freedom Blend 2070 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FHAUX | Fidelity Freedom Blend 2025 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FHBEX | Fidelity Freedom Blend 2025 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FHLDX | Fidelity Freedom Blend 2025 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRBYX | Fidelity Freedom Blend 2070 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCHX | Fidelity Freedom Blend 2070 A | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCKX | Fidelity Freedom Blend 2070 C | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCLX | Fidelity Freedom Blend 2070 I | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRBZX | Fidelity Freedom Blend 2070 K | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCFX | Fidelity Freedom Blend 2070 K6 | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCJX | Fidelity Freedom Blend 2070 M | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCPX | Fidelity Freedom Blend 2070 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FRCNX | Fidelity Freedom Blend 2070 Z | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| FFBNX | Fidelity Freedom Blnd 2025 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2025 |
| FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2030 |
| FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2035 |
| FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2040 |
| FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2045 |
| FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2050 |
| FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2055 |
| FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2060 |
| FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 67 | 41 | 107 | 53 | X | Target-Date 2065+ |
| JNL Growth ETF Allocation A | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderately Aggressive Allocation |
| JNL Growth ETF Allocation I | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth ETF Allocation A | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderate Allocation |
| JNL Moderate Growth ETF Allocation I | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderate Allocation |
| FATWX | Fidelity Advisor Freedom 2025 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FCTWX | Fidelity Advisor Freedom 2025 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FITWX | Fidelity Advisor Freedom 2025 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FPGLX | Fidelity Advisor Freedom 2025 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FTTWX | Fidelity Advisor Freedom 2025 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FIJMX | Fidelity Advisor Freedom 2025 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2025 |
| FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2030 |
| FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2035 |
| FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2040 |
| FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2045 |
| FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2050 |
| FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2055 |
| FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2060 |
| FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBJX | Fidelity Advisor Freedom 2070 A | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBLX | Fidelity Advisor Freedom 2070 C | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBNX | Fidelity Advisor Freedom 2070 I | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBPX | Fidelity Advisor Freedom 2070 K6 | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBKX | Fidelity Advisor Freedom 2070 M | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| FRBOX | Fidelity Advisor Freedom 2070 Z | Owns companies we recommend for divestment | 65 | 48 | 94 | 56 | X | Target-Date 2065+ |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 64 | 43 | 119 | 54 | X | Global Allocation |
| TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2030 |
| ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2035 |
| ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2040 |
| ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2045 |
| ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2050 |
| ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2055 |
| ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2060 |
| ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2065+ |
| FGTIX | Franklin Growth Allocation A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderately Aggressive Allocation |
| FGTZX | Franklin Growth Allocation Advisor | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderately Aggressive Allocation |
| FTGTX | Franklin Growth Allocation C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderately Aggressive Allocation |
| FGTRX | Franklin Growth Allocation R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderately Aggressive Allocation |
| FTGMX | Franklin Growth Allocation R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderately Aggressive Allocation |
| FTRTX | Franklin LifeSmart 2025 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2025 |
| FTTCX | Franklin LifeSmart 2025 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2025 |
| FRELX | Franklin LifeSmart 2025 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2025 |
| FTLMX | Franklin LifeSmart 2025 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2025 |
| FLRFX | Franklin LifeSmart 2025 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2025 |
| FLRSX | Franklin LifeSmart 2030 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2030 |
| FLRTX | Franklin LifeSmart 2030 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2030 |
| FLRWX | Franklin LifeSmart 2030 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2030 |
| FLERX | Franklin LifeSmart 2030 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2030 |
| FLRZX | Franklin LifeSmart 2030 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2030 |
| FRTAX | Franklin LifeSmart 2035 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2035 |
| FTRCX | Franklin LifeSmart 2035 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2035 |
| FLRGX | Franklin LifeSmart 2035 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2035 |
| FMTLX | Franklin LifeSmart 2035 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2035 |
| FLRHX | Franklin LifeSmart 2035 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2035 |
| FLADX | Franklin LifeSmart 2040 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2040 |
| FLOLX | Franklin LifeSmart 2040 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2040 |
| FLSGX | Franklin LifeSmart 2040 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2040 |
| FLREX | Franklin LifeSmart 2040 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2040 |
| FLSHX | Franklin LifeSmart 2040 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2040 |
| FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2045 |
| FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2045 |
| FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2045 |
| FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2045 |
| FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2045 |
| FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2050 |
| FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2050 |
| FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2050 |
| FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2050 |
| FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2050 |
| FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2055 |
| FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2055 |
| FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2055 |
| FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2055 |
| FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2055 |
| FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2060 |
| FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2060 |
| FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2060 |
| FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2060 |
| FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Target-Date 2060 |
| FMTIX | Franklin Moderate Allocation A | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderate Allocation |
| FMTZX | Franklin Moderate Allocation Advisor | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderate Allocation |
| FTMTX | Franklin Moderate Allocation C | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderate Allocation |
| FTMRX | Franklin Moderate Allocation R | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderate Allocation |
| FTMLX | Franklin Moderate Allocation R6 | Owns companies we recommend for divestment | 62 | 33 | 97 | 44 | X | Moderate Allocation |
| SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 62 | 36 | 108 | 45 | X | Global Allocation |
| VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 62 | 36 | 108 | 45 | X | Global Allocation |
| VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 62 | 36 | 108 | 45 | X | Global Allocation |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGXBX | NYLI Equity Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 108 | 41 | X | Aggressive Allocation |
| MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MGDBX | NYLI Growth Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderately Aggressive Allocation |
| MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| MMRBX | NYLI Moderate Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 41 | X | Moderate Allocation |
| HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| FFTWX | Fidelity Freedom 2025 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2025 |
| FSNPX | Fidelity Freedom 2025 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2025 |
| FDTKX | Fidelity Freedom 2025 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2025 |
| FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2030 |
| FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2030 |
| FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2030 |
| FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2035 |
| FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2035 |
| FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2035 |
| FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2040 |
| FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2040 |
| FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2040 |
| FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2045 |
| FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2045 |
| FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2045 |
| FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2050 |
| FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2050 |
| FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2050 |
| FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2055 |
| FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2055 |
| FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2055 |
| FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2060 |
| FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2060 |
| FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2060 |
| FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FRBDX | Fidelity Freedom 2070 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FRBEX | Fidelity Freedom 2070 K | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FRBHX | Fidelity Freedom 2070 K6 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2065+ |
| FMRHX | Fidelity Simplicity RMD 2025 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2025 |
| FSRMX | Fidelity Simplicity RMD 2030 | Owns companies we recommend for divestment | 58 | 41 | 89 | 49 | X | Target-Date 2030 |
| OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderately Aggressive Allocation |
| OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Aggressive Allocation |
| OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 58 | 35 | 107 | 38 | X | Moderate Allocation |
| AOA | iShares Core Aggressive Allocation ETF | Owns companies we recommend for divestment | 58 | 46 | 100 | 55 | X | Global Allocation |
| AOR | iShares Core Growth Allocation ETF | Owns companies we recommend for divestment | 58 | 46 | 100 | 55 | X | Moderate Allocation |
| SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 55 | 28 | 96 | 37 | X | Aggressive Allocation |
| SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 55 | 28 | 96 | 37 | X | Aggressive Allocation |
| SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 55 | 28 | 96 | 37 | X | Aggressive Allocation |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
| TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2030 |
| SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2035 |
| SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2040 |
| SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2045 |
| SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2050 |
| SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2055 |
| SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2060 |
| SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2065+ |
| FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2030 |
| FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2030 |
| FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2030 |
| FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2030 |
| FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2035 |
| FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2035 |
| FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2035 |
| FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2035 |
| FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2040 |
| FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2040 |
| FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2040 |
| FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2040 |
| FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2045 |
| FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2045 |
| FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2045 |
| FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2045 |
| FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2050 |
| FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2050 |
| FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2050 |
| FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2050 |
| FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2055 |
| FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2055 |
| FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2055 |
| FAVRX | Fidelity Freedom Index 2055 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2055 |
| FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2060 |
| FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2060 |
| FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2060 |
| FAVUX | Fidelity Freedom Index 2060 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2060 |
| FFIKX | Fidelity Freedom Index 2065 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FAVVX | Fidelity Freedom Index 2065 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FRBUX | Fidelity Freedom Index 2070 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FRBVX | Fidelity Freedom Index 2070 Investor | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FRBWX | Fidelity Freedom Index 2070 Premier | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| FAVWX | Fidelity Freedom Index 2070 Premier II | Owns companies we recommend for divestment | 49 | 48 | 83 | 60 | X | Target-Date 2065+ |
| QCGLRX | CREF Global Equities Account (R1) | Owns companies we recommend for divestment | 48 | 21 | 98 | 23 | X | Global Large-Stock Blend |
| QCGLPX | CREF Global Equities Account (R2) | Owns companies we recommend for divestment | 48 | 21 | 98 | 23 | X | Global Large-Stock Blend |
| QCGLIX | CREF Global Equities Account (R3) | Owns companies we recommend for divestment | 48 | 21 | 98 | 23 | X | Global Large-Stock Blend |
| QCGLFX | CREF Global Equities Account (R4) | Owns companies we recommend for divestment | 48 | 21 | 98 | 23 | X | Global Large-Stock Blend |
| GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 48 | 31 | 87 | 44 | X | Global Large-Stock Blend |
| GOIAX | Goldman Sachs Growth & Inc Strat A | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GOICX | Goldman Sachs Growth & Inc Strat C | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GOIIX | Goldman Sachs Growth & Inc Strat Instl | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GPITX | Goldman Sachs Growth & Inc Strat Inv | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GGSPX | Goldman Sachs Growth & Inc Strat P | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GPIRX | Goldman Sachs Growth & Inc Strat R | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GOIUX | Goldman Sachs Growth & Inc Strat R6 | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| GOISX | Goldman Sachs Growth & Inc Strat Svc | Owns companies we recommend for divestment | 48 | 31 | 88 | 44 | X | Tactical Allocation |
| ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 47 | 45 | 80 | 59 | X | Moderately Aggressive Allocation |
| GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 46 | 31 | 88 | 41 | X | Global Allocation |
| JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 46 | 43 | 78 | 55 | X | Target-Date 2065+ |
| NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2040 |
| NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2040 |
| NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2040 |
| NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2040 |
| NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2045 |
| NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2045 |
| NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2045 |
| NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2045 |
| NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2050 |
| NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2050 |
| NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2050 |
| NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2050 |
| NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2055 |
| NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2055 |
| NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2055 |
| NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2055 |
| NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2060 |
| NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2060 |
| NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2060 |
| NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2060 |
| NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2065+ |
| NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2065+ |
| NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2065+ |
| NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 46 | 44 | 81 | 57 | X | Target-Date 2065+ |
| NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderate Allocation |
| SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 46 | 47 | 68 | 62 | X | Moderately Aggressive Allocation |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2030 |
| MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2030 |
| MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2030 |
| MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2035 |
| MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2035 |
| MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2035 |
| MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2040 |
| MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2040 |
| MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2040 |
| MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2045 |
| MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2045 |
| MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2045 |
| MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2050 |
| MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2050 |
| MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2050 |
| MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2055 |
| MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2055 |
| MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2055 |
| MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2060 |
| MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2060 |
| MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 45 | 42 | 77 | 55 | X | Target-Date 2060 |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderate Allocation |
| L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
| L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
| L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
| L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
| L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
| OIDAX | Invesco International Diversified A | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| OIDCX | Invesco International Diversified C | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| OIDNX | Invesco International Diversified R | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| INDFX | Invesco International Diversified R5 | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| OIDIX | Invesco International Diversified R6 | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| OIDYX | Invesco International Diversified Y | Owns companies we recommend for divestment | 44 | 14 | 85 | 13 | X | Foreign Large Growth |
| JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2030 |
| JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2035 |
| JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2040 |
| JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2045 |
| JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2050 |
| JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2055 |
| JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 44 | 41 | 77 | 54 | X | Target-Date 2060 |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 44 | 44 | 68 | 57 | X | Moderately Aggressive Allocation |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 44 | 44 | 68 | 57 | X | Moderately Aggressive Allocation |
| DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 43 | 13 | 87 | 15 | X | Foreign Large Blend |
| DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 43 | 11 | 91 | 14 | X | Foreign Large Blend |
| SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2030 |
| SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2035 |
| SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2040 |
| SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2045 |
| SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2050 |
| SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2055 |
| SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2060 |
| SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2065+ |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 43 | 13 | 81 | 14 | X | Foreign Large Blend |
| SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 43 | 13 | 81 | 14 | X | Foreign Large Blend |
| SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 43 | 13 | 81 | 14 | X | Foreign Large Blend |
| SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 43 | 13 | 81 | 14 | X | Foreign Large Blend |
| FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 43 | 15 | 83 | 17 | X | Foreign Large Blend |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 42 | 35 | 98 | 44 | X | Global Large-Stock Blend |
| SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| RBLUX | Russell Inv LifePoints Balanced Strat R4 | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 42 | 32 | 67 | 49 | X | Moderate Allocation |
| FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 41 | 13 | 77 | 13 | X | Foreign Large Blend |
| HRAAX | Hartford Growth Allocation A | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRACX | Hartford Growth Allocation C | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRAFX | Hartford Growth Allocation F | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRAIX | Hartford Growth Allocation I | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRARX | Hartford Growth Allocation R3 | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRASX | Hartford Growth Allocation R4 | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| HRATX | Hartford Growth Allocation R5 | Owns companies we recommend for divestment | 41 | 35 | 63 | 47 | X | Moderately Aggressive Allocation |
| REAAX | Russell Inv LifePoints Equity Gr Strat A | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RELCX | Russell Inv LifePoints Equity Gr Strat C | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RELSX | Russell Inv LifePoints Equity Gr Strat S | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RELRX | Russell Inv LifePoints Equity Gr StratR1 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RELUX | Russell Inv LifePoints Equity Gr StratR4 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RELVX | Russell Inv LifePoints Equity Gr StratR5 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALAX | Russell Inv LifePoints Growth Strat A | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALCX | Russell Inv LifePoints Growth Strat C | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALRX | Russell Inv LifePoints Growth Strat R1 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALUX | Russell Inv LifePoints Growth Strat R4 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALVX | Russell Inv LifePoints Growth Strat R5 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| RALSX | Russell Inv LifePoints Growth Strat S | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderately Aggressive Allocation |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 41 | 12 | 69 | 15 | X | Foreign Large Blend |
| IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 40 | 11 | 66 | 12 | X | Foreign Large Blend |
| DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 39 | 12 | 78 | 15 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 38 | 10 | 75 | 11 | X | Foreign Large Blend |
| DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 38 | 10 | 71 | 13 | X | Foreign Large Blend |
| PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 38 | 37 | 59 | 45 | X | Moderate Allocation |
| PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 38 | 37 | 59 | 45 | X | Moderate Allocation |
| PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 38 | 37 | 59 | 45 | X | Moderate Allocation |
| HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 38 | 32 | 55 | 41 | X | Moderate Allocation |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 37 | 31 | 65 | 45 | X | Moderately Aggressive Allocation |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 37 | 31 | 65 | 45 | X | Moderately Aggressive Allocation |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 31 | 65 | 45 | X | Moderately Aggressive Allocation |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 37 | 31 | 65 | 45 | X | Moderately Aggressive Allocation |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 37 | 31 | 65 | 45 | X | Moderately Aggressive Allocation |
| GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 37 | 29 | 75 | 36 | X | Global Large-Stock Blend |
| GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 37 | 29 | 75 | 36 | X | Global Large-Stock Blend |
| GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 37 | 29 | 75 | 36 | X | Global Large-Stock Blend |
| GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 37 | 29 | 75 | 36 | X | Global Large-Stock Blend |
| PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2035 |
| PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2040 |
| PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2045 |
| PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2050 |
| PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2055 |
| PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2060 |
| PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 37 | 34 | 70 | 46 | X | Target-Date 2065+ |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2030 |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2030 |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2035 |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2035 |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2040 |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2040 |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2045 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2045 |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2050 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2050 |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2055 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2055 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2060 |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2060 |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2065+ |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2065+ |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 36 | 10 | 64 | 11 | X | Foreign Large Blend |
| TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 36 | 11 | 64 | 11 | X | Foreign Large Value |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 28 | 62 | 40 | X | Global Large-Stock Blend |
| MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2030 |
| MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2035 |
| MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2040 |
| MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2045 |
| MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2050 |
| MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2055 |
| MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2060 |
| MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2065+ |
| PFESX | PFG BR Target Allocation EqStrtgyRShares | Owns companies we recommend for divestment | 36 | 26 | 69 | 40 | X | Large Blend |
| DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 36 | 33 | 60 | 48 | X | Large Blend |
| FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 36 | 44 | 49 | 53 | X | Large Blend |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 36 | 34 | 60 | 48 | X | Moderate Allocation |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 36 | 34 | 60 | 48 | X | Moderate Allocation |
| DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 35 | 11 | 67 | 12 | X | Foreign Large Blend |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 66 | 45 | X | Moderately Aggressive Allocation |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 66 | 45 | X | Moderate Allocation |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 34 | 10 | 67 | 13 | X | Foreign Small/Mid Value |
| TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 34 | 27 | 58 | 38 | X | Target-Date 2045 |
| GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 34 | 27 | 58 | 38 | X | Target-Date 2045 |
| GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 34 | 27 | 58 | 38 | X | Target-Date 2055 |
| GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 34 | 27 | 58 | 38 | X | Target-Date 2055 |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 34 | 27 | 50 | 37 | X | Global Large-Stock Blend |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 28 | 56 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 39 | 48 | 52 | X | Moderate Allocation |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 34 | 28 | 50 | 37 | X | Global Large-Stock Blend |
| JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 33 | 32 | 48 | 41 | X | Global Allocation |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 33 | 24 | 56 | 39 | X | Global Large-Stock Blend |
| FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 32 | 39 | 45 | 49 | X | Large Blend |
| FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 48 | X | Large Blend |
| PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 32 | 37 | 46 | 45 | X | Target-Date 2030 |
| PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 32 | 37 | 46 | 45 | X | Target-Date 2030 |
| PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 32 | 37 | 46 | 45 | X | Target-Date 2030 |
| PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2035 |
| PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2035 |
| PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2035 |
| PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2040 |
| PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2040 |
| PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2040 |
| PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2045 |
| PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2045 |
| PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2045 |
| PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2050 |
| PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2050 |
| PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2050 |
| PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2055 |
| PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2055 |
| PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2055 |
| PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2060 |
| PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2060 |
| PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2060 |
| PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 32 | 37 | 45 | 45 | X | Target-Date 2065+ |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 47 | X | Large Blend |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 32 | 39 | 41 | 47 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 32 | 39 | 41 | 47 | X | Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| QCEQRX | CREF Equity Index Account (R1) | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| QCEQPX | CREF Equity Index Account (R2) | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| QCEQIX | CREF Equity Index Account (R3) | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| QCEQFX | CREF Equity Index Account (R4) | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
| GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 31 | 31 | 58 | 44 | X | Global Large-Stock Blend |
| GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 31 | 31 | 58 | 44 | X | Global Large-Stock Blend |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
| IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2050 |
| PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2055 |
| PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2060 |
| PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 31 | 31 | 61 | 42 | X | Target-Date 2065+ |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 30 | 13 | 47 | 13 | X | Foreign Large Blend |
| IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 30 | 12 | 60 | 12 | X | Foreign Large Blend |
| PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 30 | 32 | 43 | 42 | X | Target-Date 2030 |
| PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 30 | 32 | 43 | 42 | X | Target-Date 2030 |
| PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 30 | 32 | 43 | 42 | X | Target-Date 2030 |
| PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 30 | 32 | 43 | 42 | X | Target-Date 2030 |
| PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 30 | 32 | 43 | 42 | X | Target-Date 2030 |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 37 | 42 | 47 | X | Large Blend |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 30 | 36 | 42 | 47 | X | Large Growth |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 20 | 60 | 21 | X | Global Large-Stock Value |
| WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
| WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
| LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2035 |
| LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2035 |
| LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2035 |
| PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2040 |
| PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2040 |
| PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2040 |
| PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2040 |
| PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2040 |
| LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2045 |
| LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2045 |
| LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2045 |
| PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2050 |
| PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2050 |
| PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2050 |
| PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2050 |
| PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2050 |
| LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2055 |
| LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2055 |
| LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2055 |
| PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2060 |
| PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2060 |
| PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2060 |
| PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2060 |
| PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 29 | 32 | 39 | 41 | X | Target-Date 2065+ |
| RAGIX | RiverFront Asset Allocation Gr & Inc A | Owns companies we recommend for divestment | 29 | 24 | 51 | 33 | X | Moderate Allocation |
| RLGCX | RiverFront Asset Allocation Gr & Inc C | Owns companies we recommend for divestment | 29 | 24 | 51 | 33 | X | Moderate Allocation |
| RLIIX | RiverFront Asset Allocation Gr & Inc I | Owns companies we recommend for divestment | 29 | 24 | 51 | 33 | X | Moderate Allocation |
| RLGAX | RiverFront Asset Allocation Gr & Inc Inv | Owns companies we recommend for divestment | 29 | 24 | 51 | 33 | X | Moderate Allocation |
| FSAKX | Strategic Advisers U.S. Total Stock | Owns companies we recommend for divestment | 29 | 38 | 38 | 45 | X | Large Blend |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 28 | 31 | 42 | 44 | X | Large Blend |
| DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 28 | 31 | 40 | 44 | X | Large Blend |
| DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 28 | 33 | 40 | 45 | X | Large Blend |
| TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 28 | 34 | 40 | 45 | X | Large Blend |
| SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderate Allocation |
| SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderate Allocation |
| LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderate Allocation |
| LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderate Allocation |
| SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Aggressive Allocation |
| SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Aggressive Allocation |
| LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Aggressive Allocation |
| LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Aggressive Allocation |
| SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderately Aggressive Allocation |
| SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderately Aggressive Allocation |
| LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderately Aggressive Allocation |
| LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 28 | 32 | 50 | 42 | X | Moderately Aggressive Allocation |
| MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 28 | 24 | 46 | 34 | X | Global Allocation |
| SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 28 | 24 | 46 | 34 | X | Global Allocation |
| SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 28 | 24 | 46 | 34 | X | Global Allocation |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 28 | 10 | 54 | 12 | X | Foreign Large Blend |
| SSBIX | State Street Balanced Index K | Owns companies we recommend for divestment | 28 | 34 | 39 | 46 | X | Moderate Allocation |
| TRRBX | T. Rowe Price Retirement 2020 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| PARBX | T. Rowe Price Retirement 2020 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRDBX | T. Rowe Price Retirement 2020 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| RRTBX | T. Rowe Price Retirement 2020 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| TRABX | T. Rowe Price Retirement Income 2020 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRLAX | T. Rowe Price Retirement Income 2020 Inv | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 27 | 36 | 40 | 41 | X | Large Blend |
| DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 27 | 8 | 55 | 12 | X | Foreign Large Blend |
| DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 27 | 33 | 41 | 45 | X | Large Blend |
| DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 27 | 34 | 40 | 44 | X | Large Blend |
| DFUS | Dimensional US Equity Market ETF | Owns companies we recommend for divestment | 27 | 34 | 42 | 44 | X | Large Blend |
| FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 39 | 2 | X | Miscellaneous Region |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 27 | 32 | 42 | 44 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 27 | 32 | 42 | 44 | X | Large Blend |
| LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 27 | 31 | 44 | 39 | X | Tactical Allocation |
| LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 27 | 31 | 44 | 39 | X | Tactical Allocation |
| PFIOX | PFG Invesco® Eq Fact Rotation Strtgy R | Owns companies we recommend for divestment | 27 | 32 | 44 | 37 | X | Global Small/Mid Stock |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 27 | 34 | 41 | 43 | X | Large Value |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 26 | 34 | 38 | 38 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 26 | 34 | 38 | 38 | X | Large Blend |
| DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 26 | 8 | 54 | 14 | X | Foreign Large Blend |
| DXIV | Dimensional International Vector Eq ETF | Owns companies we recommend for divestment | 26 | 7 | 55 | 6 | X | Foreign Small/Mid Value |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 26 | 7 | 43 | 14 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 26 | 7 | 43 | 14 | X | Foreign Large Blend |
| ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Moderate Allocation |
| ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Moderate Allocation |
| ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Moderate Allocation |
| JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Moderate Allocation |
| ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Aggressive Allocation |
| OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Aggressive Allocation |
| ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Aggressive Allocation |
| JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 26 | 28 | 42 | 42 | X | Aggressive Allocation |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 26 | 33 | 40 | 42 | X | Large Blend |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 26 | 33 | 39 | 42 | X | Large Blend |
| TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Moderate Allocation |
| TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Moderate Allocation |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Aggressive Allocation |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Aggressive Allocation |
| FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 25 | 29 | 39 | 41 | X | Mid-Cap Value |
| DXUV | Dimensional US Vector Equity ETF | Owns companies we recommend for divestment | 25 | 33 | 40 | 40 | X | Mid-Cap Value |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 25 | 20 | 42 | 29 | X | Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 25 | 20 | 42 | 29 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Growth A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Growth I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Moderate Gr A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderate Allocation |
| JNL/JPMorgan Managed Moderate Gr I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderate Allocation |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 25 | 21 | 51 | 30 | X | Global Large-Stock Blend |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Value |
| SPGEX | Symmetry Panoramic Global Equity I | Owns companies we recommend for divestment | 25 | 23 | 39 | 30 | X | Global Large-Stock Blend |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| EAEAX | Eaton Vance Tax-Managed Eq Aset Allc A | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| ECEAX | Eaton Vance Tax-Managed Eq Aset Allc C | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| EIEAX | Eaton Vance Tax-Managed Eq Aset Allc I | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 24 | 4 | 36 | 1 | X | Foreign Small/Mid Value |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| BDMAX | BlackRock Global Equity Mkt Netrl A | Owns companies we recommend for divestment | 23 | 23 | 27 | 25 | X | Equity Market Neutral |
| BDMCX | BlackRock Global Equity Mkt Netrl C | Owns companies we recommend for divestment | 23 | 23 | 27 | 25 | X | Equity Market Neutral |
| BDMIX | BlackRock Global Equity Mkt Netrl Instl | Owns companies we recommend for divestment | 23 | 23 | 27 | 25 | X | Equity Market Neutral |
| BGCKX | BlackRock Global Equity Mkt Netrl K | Owns companies we recommend for divestment | 23 | 23 | 27 | 25 | X | Equity Market Neutral |
| DGLIX | DFA Global Small Company Institutional | Owns companies we recommend for divestment | 23 | 17 | 43 | 15 | X | Global Small/Mid Stock |
| GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| PRF | Invesco FTSE RAFI US 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 35 | 38 | X | Large Value |
| EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 37 | X | Mid-Cap Blend |
| IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 38 | X | Large Blend |
| IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| TLGUX | Morgan Stanley Pathway Large Cap Eq | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| SAMKX | SA US Core Market | Owns companies we recommend for divestment | 23 | 25 | 31 | 37 | X | Large Blend |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 23 | 4 | 35 | 1 | X | Foreign Small/Mid Value |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| HNDL | Strategy Shares Nasdaq 7 Handl™ ETF | Owns companies we recommend for divestment | 23 | 26 | 30 | 38 | X | Moderately Conservative Allocation |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 23 | 28 | 34 | 36 | X | Large Blend |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 22 | 26 | 30 | 34 | X | Large Value |
| DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 22 | 10 | 46 | 11 | X | Foreign Large Blend |
| DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 22 | 10 | 46 | 11 | X | Foreign Large Blend |
| FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 22 | 8 | 50 | 11 | X | Foreign Large Blend |
| GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 22 | 7 | 50 | 12 | X | Foreign Large Blend |
| JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 22 | 22 | 30 | 33 | X | Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 22 | 28 | 27 | 33 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 22 | 28 | 27 | 33 | X | Large Value |
| MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 22 | 16 | 59 | 24 | X | Moderately Aggressive Allocation |
| MAACX | Madison Aggressive Allocation C | Owns companies we recommend for divestment | 22 | 16 | 59 | 24 | X | Moderately Aggressive Allocation |
| MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 22 | 16 | 59 | 24 | X | Moderate Allocation |
| MMDCX | Madison Moderate Allocation C | Owns companies we recommend for divestment | 22 | 16 | 59 | 24 | X | Moderate Allocation |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 22 | 27 | 27 | 32 | X | Large Value |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 22 | 22 | 31 | 33 | X | Large Blend |
| CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 22 | 22 | 31 | 30 | X | Large Blend |
| ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 22 | 28 | 34 | 37 | X | Mid-Cap Blend |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 21 | 2 | 45 | 4 | X | Foreign Large Value |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 3 | 34 | 0 | X | Foreign Small/Mid Blend |
| DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 21 | 27 | 20 | 30 | X | Small Blend |
| DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 21 | 27 | 20 | 30 | X | Small Blend |
| GAOAX | JPMorgan Global Allocation A | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAOCX | JPMorgan Global Allocation C | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAOSX | JPMorgan Global Allocation I | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAONX | JPMorgan Global Allocation R2 | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAOTX | JPMorgan Global Allocation R3 | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAOFX | JPMorgan Global Allocation R4 | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAORX | JPMorgan Global Allocation R5 | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| GAOZX | JPMorgan Global Allocation R6 | Owns companies we recommend for divestment | 21 | 15 | 43 | 22 | X | Global Allocation |
| KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 21 | 29 | 31 | 38 | X | Large Blend |
| LFEAX | MFS Lifetime 2035 A | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFEBX | MFS Lifetime 2035 B | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFECX | MFS Lifetime 2035 C | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFEDX | MFS Lifetime 2035 I | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFERX | MFS Lifetime 2035 R1 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFESX | MFS Lifetime 2035 R2 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFETX | MFS Lifetime 2035 R3 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFEUX | MFS Lifetime 2035 R4 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| LFEKX | MFS Lifetime 2035 R6 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2035 |
| MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2040 |
| LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2045 |
| MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
| MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 21 | 16 | 23 | 26 | X | Target-Date 2050 |
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