Latest filings (excl ownership)
CORRESP
Correspondence with SEC
18 Jan 24
POS EX
Additional exhibits for listing
5 Jan 24
N-CEN
Annual report (registered investment company)
14 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
7 Nov 23
N-PX
Annual report of proxy voting record
17 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 May 23
N-CEN/A
Annual report (registered investment company) (amended)
6 Mar 23
POS EX
Additional exhibits for listing
11 Jan 23
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
7 Nov 22
CORRESP
Correspondence with SEC
3 Oct 22
N-PX
Annual report of proxy voting record
2 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 May 22
N-CEN
Annual report (registered investment company)
12 Nov 21
N-CSR
Certified annual shareholder report (management investment company)
5 Nov 21
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
27 Aug 21
N-PX
Annual report of proxy voting record
19 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 May 21
N-CEN
Annual report (registered investment company)
12 Nov 20
N-CSR
Certified annual shareholder report (management investment company)
4 Nov 20
N-PX
Annual report of proxy voting record
27 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 May 20
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
17 Jan 20
N-CEN/A
Annual report (registered investment company) (amended)
23 Dec 19
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
23 Dec 19
N-CEN/A
Annual report (registered investment company) (amended)
5 Dec 19
N-CEN
Annual report (registered investment company)
13 Nov 19
N-CSR
Certified annual shareholder report (management investment company)
31 Oct 19
N-PX
Annual report of proxy voting record
23 Aug 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 May 19
N-CEN
Annual report (registered investment company)
14 Nov 18
N-CSR
Certified annual shareholder report (management investment company)
1 Nov 18
N-PX
Annual report of proxy voting record
30 Aug 18
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Apr 18
DEFA14A
Additional proxy soliciting materials
1 Mar 18
N-CSR
Certified annual shareholder report (management investment company)
3 Nov 17
N-PX
Annual report of proxy voting record
31 Aug 17
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 May 17
N-CSR
Certified annual shareholder report (management investment company)
1 Nov 16
N-PX
Annual report of proxy voting record
31 Aug 16
Latest ownership filings
NPORT-P
Shelton Sustainable Equity Fund (Feb 2024 report)
29 Apr 24
NPORT-P
U.S. Government Securities Fund (Feb 2024 report)
29 Apr 24
NPORT-P
Nasdaq-100 Index Fund (Feb 2024 report)
29 Apr 24
NPORT-P
Shelton Equity Income Fund (Feb 2024 report)
29 Apr 24
NPORT-P
S&P SmallCap Index Fund (Feb 2024 report)
29 Apr 24
NPORT-P
S&P MidCap Index Fund (Feb 2024 report)
29 Apr 24
NPORT-P
S&P 500 Index Fund (Feb 2024 report)
29 Apr 24
NPORT-P
Green Ca Tax-free Inc FND (Feb 2024 report)
29 Apr 24
NPORT-P
Shelton Sustainable Equity Fund (Nov 2023 report)
29 Jan 24
NPORT-P
U.S. Government Securities Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Nasdaq-100 Index Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Shelton Equity Income Fund (Nov 2023 report)
29 Jan 24
NPORT-P
S&P MidCap Index Fund (Nov 2023 report)
29 Jan 24
NPORT-P
S&P 500 Index Fund (Nov 2023 report)
29 Jan 24
NPORT-P
Green Ca Tax-free Inc FND (Nov 2023 report)
29 Jan 24
NPORT-P
Shelton Sustainable Equity Fund (Aug 2023 report)
29 Sep 23
NPORT-P
U.S. Government Securities Fund (Aug 2023 report)
29 Sep 23
NPORT-P
Nasdaq-100 Index Fund (Aug 2023 report)
29 Sep 23
NPORT-P
Shelton Equity Income Fund (Aug 2023 report)
29 Sep 23
NPORT-P
S&P SmallCap Index Fund (Aug 2023 report)
29 Sep 23
NPORT-P
S&P MidCap Index Fund (Aug 2023 report)
29 Sep 23
NPORT-P
S&P 500 Index Fund (Aug 2023 report)
29 Sep 23
NPORT-P
Green Ca Tax-free Inc FND (Aug 2023 report)
29 Sep 23
NPORT-P/A
Shelton Equity Income Fund (May 2023 report)
8 Sep 23
NPORT-P/A
Shelton Equity Income Fund (Feb 2023 report)
8 Sep 23
NPORT-P
Shelton Sustainable Equity Fund (May 2023 report)
26 Jul 23
NPORT-P
U.S. Government Securities Fund (May 2023 report)
26 Jul 23
NPORT-P
Nasdaq-100 Index Fund (May 2023 report)
26 Jul 23
NPORT-P
Shelton Equity Income Fund (May 2023 report)
26 Jul 23
NPORT-P
S&P SmallCap Index Fund (May 2023 report)
26 Jul 23
NPORT-P
S&P MidCap Index Fund (May 2023 report)
26 Jul 23
NPORT-P
S&P 500 Index Fund (May 2023 report)
26 Jul 23
NPORT-P
Green Ca Tax-free Inc FND (May 2023 report)
26 Jul 23
NPORT-P/A
Green Ca Tax-free Inc FND (Feb 2023 report)
10 May 23
NPORT-P
S&P SmallCap Index Fund (Feb 2023 report)
1 May 23
NPORT-P
Nasdaq-100 Index Fund (Feb 2023 report)
1 May 23
NPORT-P
S&P MidCap Index Fund (Feb 2023 report)
1 May 23
NPORT-P
U.S. Government Securities Fund (Feb 2023 report)
1 May 23
NPORT-P
Shelton Sustainable Equity Fund (Feb 2023 report)
1 May 23
NPORT-P
Green Ca Tax-free Inc FND (Feb 2023 report)
1 May 23