Holdings (Monthly)
Guide ↗
Green Ca Tax-Free Inc Fnd
· Shelton Funds| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA EDL FACS AUTH | CASEDU | Feb 2026 | 2,000,000 | $2.3M | 6.91% | DBT |
| 2 | SAN JOSE CALIF FING AUTH | SJSUTL | — | 1,500,000 | $1.6M | 4.77% | DBT |
| 3 | SAN DIEGO CALIF PUB FACS FING AUTH | SDOUTL | — | 1,500,000 | $1.6M | 4.73% | DBT |
| 4 | UNIV CALIF REGTS MED CTR | UNVHGR | — | 1,560,000 | $1.6M | 4.68% | DBT |
| 5 | LOS ANGELES CALIF | LOSUTL | Feb 2026 | 1,500,000 | $1.5M | 4.58% | DBT |
| 6 | SAN MATEO FOSTER CITY CALIF PUB FING AUTH | SMFFAC | Feb 2026 | 1,500,000 | $1.5M | 4.52% | DBT |
| 7 | SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST | SFOTRN | Feb 2026 | 1,300,000 | $1.4M | 4.06% | DBT |
| 8 | SAN DIEGO CALIF UNI SCH DIST | SDGEDU | — | 1,300,000 | $1.3M | 3.76% | DBT |
| 9 | CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK | CASDEV | Feb 2026 | 1,200,000 | $1.2M | 3.61% | DBT |
| 10 | LOS ANGELES CALIF DEPT ARPTS | LOSAPT | — | 1,000,000 | $1.1M | 3.26% | DBT |
| 11 | EAST BAY CALIF MUN UTIL DIST | EBYWTR | — | 1,000,000 | $1.1M | 3.25% | DBT |
| 12 | SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | SFOUTL | — | 1,000,000 | $1.1M | 3.25% | DBT |
| 13 | EAST BAY CALIF MUN UTIL DIST | EBYWTR | — | 1,000,000 | $1.1M | 3.22% | DBT |
| 14 | CALIFORNIA HSG FIN AGY | CASHSG | — | 1,000,000 | $1.0M | 3.09% | DBT |
| 15 | LOS ANGELES CALIF UNI SCH DIST | LOSSCD | — | 1,000,000 | $988K | 2.97% | DBT |
| 16 | SAN DIEGO CALIF UNI SCH DIST | SDGEDU | — | 1,000,000 | $965K | 2.90% | DBT |
| 17 | SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | SFOUTL | — | 975,000 | $959K | 2.88% | DBT |
| 18 | CALIFORNIA ST | CAS | Feb 2026 | 850,000 | $850K | 2.55% | DBT |
| 19 | LOS ANGELES CALIF UNI SCH DIST | LOSSCD | — | 750,000 | $831K | 2.49% | DBT |
| 20 | MILPITAS CALIF UNI SCH DIST | MLPSCD | Feb 2026 | 750,000 | $764K | 2.29% | DBT |
| 21 | DESERT CALIF CMNTY COLLEGE DIST | DESHGR | — | 750,000 | $729K | 2.19% | DBT |
| 22 | UNIVERSITY CALIF | UNVHGR | — | 655,000 | $655K | 1.97% | DBT |
| 23 | SACRAMENTO CALIF MUN UTIL DIST | SACPWR | — | 565,000 | $600K | 1.80% | DBT |
| 24 | SAN DIEGO CNTY CALIF REGL TRANSN COMMN | SDGTRN | — | 500,000 | $590K | 1.77% | DBT |
| 25 | CALIFORNIA ST PUB WKS BRD | CASFAC | — | 540,000 | $582K | 1.75% | DBT |
| 26 | CHAFFEY CMNTY COLLEGE DIST CALIF | CHFHGR | — | 500,000 | $557K | 1.67% | DBT |
| 27 | MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DIST | MSAHGR | — | 500,000 | $555K | 1.67% | DBT |
| 28 | CALIFORNIA ST | CAS | — | 500,000 | $555K | 1.67% | DBT |
| 29 | LOS ANGELES CALIF DEPT ARPTS | LOSAPT | — | 500,000 | $545K | 1.64% | DBT |
| 30 | CALIFORNIA MUN FIN AUTH | CASFIN | Feb 2026 | 480,000 | $502K | 1.51% | DBT |
| 31 | LOS ANGELES CNTY CALIF MET TRANSN AUTH | LOSTRN | Feb 2026 | 500,000 | $500K | 1.50% | DBT |
| 32 | SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST | SFOTRN | — | 605,000 | $472K | 1.42% | DBT |
| 33 | SAN MATEO CNTY CALIF TRANSN AUTH | SMTTRN | — | 400,000 | $400K | 1.20% | DBT |
| 34 | CALIFORNIA HSG FIN AGY | CASHSG | Feb 2026 | 318,816 | $332K | 1.00% | DBT |
| 35 | TURLOCK CALIF IRR DIST | TURWTR | Feb 2026 | 300,000 | $330K | 0.99% | DBT |
| 36 | PENINSULA CORRIDOR JT PWRS BRD CALIF | PECGEN | Feb 2026 | 200,000 | $228K | 0.68% | DBT |
| 37 | SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | SFOPWR | Feb 2026 | 170,000 | $170K | 0.51% | DBT |