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Holdings (Monthly) Guide ↗

Green Ca Tax-Free Inc Fnd

· Shelton Funds
Monthly Holdings $33M AUM 4 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 4 New 1 Added 5 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA) CASMED May 2026 1,000,000 NEW $952K 2.94% DBT
2 CALIFORNIA HEALTH FACS FING AUTH CASMED May 2026 730,000 NEW $667K 2.06% DBT
3 CALIFORNIA HEALTH FACS FING AUTH CASMED May 2026 500,000 NEW $550K 1.70% DBT
4 CALIFORNIA ST ENTERPRISE DEV AUTH CASFAC May 2026 500,000 NEW $536K 1.65% DBT