The S&P 500 Index (GSPC, or SP500), is a stock market index that represents the performance of the 500 largest publicly traded companies in the US. The index comprises many industries, including technology, healthcare, financials, consumer staples, etc. It is widely considered a leading indicator of the overall performance of the US stock market. It is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products.

The S&P 500 Index is calculated by Standard & Poor's, a financial services company. It is a market-capitalization-weighted index, meaning that the weight of each company in the index is based on its market capitalization (the value of its outstanding shares of stock). The index is rebalanced periodically to reflect the current market conditions.

The S&P 500 Index is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products because it provides broad exposure to the US stock market and represents a diverse range of industries. In addition, many investors use the S&P 500 Index as a benchmark for their portfolio performance, or they may invest in products that track the index's performance, such as ETFs.

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NasdaqGM

BIGC

NasdaqCM

CURI

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ESTC

The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.

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JMIA

NVIDIA Corp. is an American technology company that designs and manufactures graphics processing units (GPUs) and other specialized computing hardware. The company is headquartered in Santa Clara, California, and is known for its high-performance GPUs, which are used in a variety of applications including gaming, professional visualization, and data centers. NVIDIA also offers a range of software and tools for developers and businesses to take advantage of the capabilities of its hardware.

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NVDA

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ROKU

Shopify Inc. is a Canadian e-commerce company that provides a cloud-based, multi-channel commerce platform for small and medium-sized businesses. It offers a wide range of services, including payment processing, inventory management, shipping, and customer engagement tools. Shopify also provides its users with access to a large network of third-party applications and services to help them grow their businesses.

SHOP

TDOC

TWLO

Position	Category/Sector	Target Weight
BIGC BigCommerce Holdings, Inc.	Technology	0%
CURI CuriosityStream Inc.	Communication Services	0%
DOCN DigitalOcean Holdings, Inc.	Technology	0%
ESTC Elastic N.V.	Technology	0%
FRDPX Franklin Rising Dividends Fund	Large Cap Blend Equities	0%
FSLY Fastly, Inc.	Technology	0%
JMIA Jumia Technologies AG	Consumer Cyclical	0%
NVDA NVIDIA Corporation	Technology	0%
NVTA		0%
PD PagerDuty, Inc.	Technology	0%
PINS Pinterest, Inc.	Communication Services	0%
PL Planet Labs PBC	Industrials	0%
ROKU Roku, Inc.	Communication Services	0%
SHOP Shopify Inc.	Technology	0%
TDOC Teladoc Health, Inc.	Healthcare	0%
TTD The Trade Desk, Inc.	Technology	0%
TWLO Twilio Inc.	Communication Services	0%

Date	Type	Symbol	Quantity	Price
Jan 1, 2020	Buy	Franklin Rising Dividends Fund	27.178	$0.00
Jan 1, 2020	Buy	Twilio Inc.	34	$0.00
Jan 1, 2020	Buy	The Trade Desk, Inc.	300	$0.00
Jan 1, 2020	Buy	Teladoc Health, Inc.	100	$0.00
Jan 1, 2020	Buy	Shopify Inc.	25	$0.00
Jan 1, 2020	Buy	Roku, Inc.	80	$0.00
Jan 1, 2020	Buy	Planet Labs PBC	900	$0.00
Jan 1, 2020	Buy	Pinterest, Inc.	300	$0.00
Jan 1, 2020	Buy	PagerDuty, Inc.	300	$0.00
Jan 1, 2020	Buy	NVIDIA Corporation	100	$0.00

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