The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM 88579Y101 5,077 34,100 SH   SOLE   0 0 34,100
ABBOTT LABS COM COM 002824100 13,397 113,190 SH   SOLE   0 0 113,040
ABBVIE INC. COM 00287Y109 17,090 105,425 SH   SOLE   0 0 105,425
ACTIVISION COM 00507V109 10,652 132,965 SH   SOLE   0 0 132,965
ADOBE SYSTEMS COM 00724f101 406 890 SH   SOLE   0 0 890
ADVANCED MICRO DEV COM 007903107 10,391 95,035 SH   SOLE   0 0 95,035
AIRBNB COM 009066101 7,498 43,655 SH   SOLE   0 0 43,655
ALPHABET CLASS A COM 02079K305 2,893 1,040 SH   SOLE   0 0 1,040
ALPHABET CLASS C COM 02079K107 1,019 365 SH   SOLE   0 0 365
ALTRIA GROUP INC COM 02209S103 5,911 113,136 SH   SOLE   0 0 113,136
AMAZON.COM COM 023135106 5,705 1,750 SH   SOLE   0 0 1,750
AMERICAN CAMPUS COM 024835100 392 7,000 SH   SOLE   0 0 7,000
AMERICAN EXPRESS COM 025816109 4,294 22,960 SH   SOLE   0 0 22,960
AMERICAN TOWER COM 03027X100 13,151 52,347 SH   SOLE   0 0 52,347
AMPLITUDE INC COM 03213A104 284 15,400 SH   SOLE   0 0 15,400
APPLE COMPUTER COM 037833100 62,004 355,098 SH   SOLE   0 0 355,098
APPLIED MATERIALS COM 038222105 35,463 269,066 SH   SOLE   0 0 269,066
ARCHR DAN MIDLND COM 039483102 8,984 99,539 SH   SOLE   0 0 99,539
AVALONBAY COM 053484101 1,039 4,185 SH   SOLE   0 0 4,185
BANK OF AMERICA COM 060505104 16,353 396,720 SH   SOLE   0 0 396,720
BERKSHIRE HATH. COM 084670207 256 726 SH   SOLE   0 0 726
BLACKSTONE COM 09253u108 15,185 119,625 SH   SOLE   0 0 119,625
BOEING COM 097023105 10,254 53,545 SH   SOLE   0 0 53,545
BRISTOL-MYERS COM 110122108 7,928 108,560 SH   SOLE   0 0 108,560
BROADCOM LTD COM Y09827109 16,564 26,305 SH   SOLE   0 0 26,305
CAMDEN PROPERTY COM 133131102 1,314 7,909 SH   SOLE   0 0 7,909
CATERPILLAR COM 149123101 15,375 69,004 SH   SOLE   0 0 69,004
CHEVRON CORP COM 166764100 9,207 56,546 SH   SOLE   0 0 56,546
CIGNA CORP COM 125523100 479 2,000 SH   SOLE   0 0 2,000
CITIGROUP INC COM 172967101 890 16,658 SH   SOLE   0 0 16,658
CLEAN ENRGY FUEL COM 184499101 83 10,500 SH   SOLE   0 0 10,500
CLOROX COMPANY COM 189054109 834 6,000 SH   SOLE   0 0 6,000
COINBASE GLB COM 19260Q107 564 2,970 SH   SOLE   0 0 2,970
COMCAST CL A COM 20030N101 6,382 136,313 SH   SOLE   0 0 136,313
COMMUNITY BANK OF THE BAY COM 072205107 223 30,000 SH   SOLE   0 0 30,000
CONSTELLATION COM 21036P108 10,957 47,574 SH   SOLE   0 0 47,574
COSTCO WHOLESALE COM 22160K105 2,455 4,264 SH   SOLE   0 0 4,264
CROWN CASTLE INT'L COM 22822V101 12,647 68,512 SH   SOLE   0 0 68,312
DEERE & CO COM 244199105 218 525 SH   SOLE   0 0 525
DIGITAL REALTY TR COM 253868103 8,908 62,820 SH   SOLE   0 0 62,820
DISNEY, WALT CO COM 254687106 12,304 89,704 SH   SOLE   0 0 89,704
ENTERPRISE PRODS COM 293792107 1,035 40,100 SH   SOLE   0 0 40,100
EXXON MOBIL CORP COM 30231G102 2,123 25,700 SH   SOLE   0 0 25,700
FIRST REPUBLIC COM 33616C100 15,237 94,000 SH   SOLE   0 0 94,000
FISERV INC COM 337738108 811 8,000 SH   SOLE   0 0 8,000
FLOWERS FOODS COM 343498101 257 10,000 SH   SOLE   0 0 10,000
FORD MOTOR CO COM 349862300 8,411 497,400 SH   SOLE   0 0 497,400
FRANKLIN RES COM 354613101 413 14,800 SH   SOLE   0 0 14,800
FREEPORT MCMORAN COM 35671d857 4,253 85,500 SH   SOLE   0 0 85,500
GAP INC COM 364760108 375 26,600 SH   SOLE   0 0 26,600
GENERAL DYNAMICS COM 369550108 886 3,675 SH   SOLE   0 0 3,675
HEWLETT-PACKARD COM 42824C109 428 25,600 SH   SOLE   0 0 25,600
HOME DEPOT INC COM 437076102 11,276 37,670 SH   SOLE   0 0 37,670
HONEYWELL INTL COM 438516106 12,861 66,098 SH   SOLE   0 0 66,098
HP INC. COM 428236103 929 25,600 SH   SOLE   0 0 25,600
IBM CORPORATION COM 459200101 7,815 60,105 SH   SOLE   0 0 60,105
INTEL CORPORATION COM 458140100 367 7,400 SH   SOLE   0 0 7,400
JOHN. & JOHN. COM 478160104 12,609 71,145 SH   SOLE   0 0 70,975
JP MORGAN CHASE COM 46625H100 15,036 110,303 SH   SOLE   0 0 110,053
KRATOS DEFENSE COM 50077B207 1,285 62,750 SH   SOLE   0 0 62,750
LAM RESEARCH CORP COM 512807108 247 460 SH   SOLE   0 0 460
LENDINGCLUB CORP COM 52603A208 1,953 123,775 SH   SOLE   0 0 123,775
LENNAR CORP COM 526057104 416 5,125 SH   SOLE   0 0 5,125
LILLY, ELI & CO COM 532457108 22,741 79,412 SH   SOLE   0 0 79,412
LIVE NATION COM 538034109 391 3,325 SH   SOLE   0 0 3,325
LOCKHEED MARTIN COM 539830109 11,506 26,067 SH   SOLE   0 0 26,067
MAGELLAN COM 559080106 358 7,300 SH   SOLE   0 0 7,300
MARRIOTT INTL COM 571903202 8,787 50,000 SH   SOLE   0 0 50,000
MCDONALDS COM 580135101 221 894 SH   SOLE   0 0 894
MEDTRONIC PLC COM 585055106 9,611 86,625 SH   SOLE   0 0 86,625
MERCK & CO INC COM 589331107 8,798 107,226 SH   SOLE   0 0 106,976
META PLATFORMS COM 30303M102 1,529 6,875 SH   SOLE   0 0 6,875
MICROSOFT CORP COM 594918104 50,622 164,193 SH   SOLE   0 0 163,818
MODERNA INC COM 60770K107 276 1,600 SH   SOLE   0 0 1,600
MONDELEZ INTL COM 609207105 220 3,500 SH   SOLE   0 0 3,500
MORGAN STANLEY COM 617446448 10,534 120,525 SH   SOLE   0 0 120,525
MOSAIC CO COM 61945a107 14,329 215,480 SH   SOLE   0 0 215,280
NESTLE SA COM 641069406 241 1,850 SH   SOLE   0 0 1,850
NVIDIA CORP COM 67066G104 75,495 276,680 SH   SOLE   0 0 276,680
ON SEMICONDUCTOR COM 682189105 213 3,400 SH   SOLE   0 0 3,400
ORACLE CORP COM 68389X105 10,133 122,482 SH   SOLE   0 0 122,482
PEPSICO INC COM 713448108 8,034 48,000 SH   SOLE   0 0 48,000
PFIZER INC COM 717081103 7,691 148,552 SH   SOLE   0 0 148,552
PROCTER & GAMBLE COM 742718109 15,952 104,400 SH   SOLE   0 0 104,400
PROLOGIS COM 74340W103 30,854 191,071 SH   SOLE   0 0 191,071
QUOTIENT TECH. COM 749119103 33,855 5,306,350 SH   SOLE   0 0 5,306,350
RAYTHEON COM 75513E101 2,612 26,364 SH   SOLE   0 0 26,364
RIO TINTO COM 767204100 16,598 206,446 SH   SOLE   0 0 206,246
ROYAL CARIBBEAN COM V7780T103 7,629 91,065 SH   SOLE   0 0 91,065
SALESFORCE.COM COM 79466L302 8,163 38,446 SH   SOLE   0 0 38,446
SERVICENOW, INC COM 81762P102 14,031 25,195 SH   SOLE   0 0 25,195
SHOPIFY INC COM 82509L107 269 398 SH   SOLE   0 0 398
SIMON PPTY GRP INC COM 828806109 2,727 20,732 SH   SOLE   0 0 20,532
SOLAREDGE TECH COM 83417M104 419 1,300 SH   SOLE   0 0 1,300
SONY CORP COM 835699307 1,469 14,300 SH   SOLE   0 0 14,300
STARBUCKS CORP COM 855244109 942 10,357 SH   SOLE   0 0 10,357
STARWOOD PROP COM 85571B105 1,192 49,300 SH   SOLE   0 0 49,300
TAIWAN SEMI ADR COM 874039100 9,772 93,725 SH   SOLE   0 0 93,725
TC ENERGY CORP COM 87807B107 282 5,000 SH   SOLE   0 0 5,000
TELUS CORP COM 87971M103 3,346 128,000 SH   SOLE   0 0 128,000
TESLA MOTORS COM 88160R101 1,167 1,083 SH   SOLE   0 0 1,083
TILRAY INC COM 88688T100 90 11,633 SH   SOLE   0 0 11,633
UBER TECHNOLOGIES COM 90353T100 1,420 39,800 SH   SOLE   0 0 39,800
UNION PACIFIC COM 907818108 14,257 52,183 SH   SOLE   0 0 52,183
VENTAS INC. COM 92276F100 371 6,000 SH   SOLE   0 0 6,000
VERIZON COMM COM 92343V104 6,416 125,943 SH   SOLE   0 0 125,793
VISA INC CL A COM 92826c839 23,096 104,143 SH   SOLE   0 0 104,143
VULCAN MATERIALS COM 929160109 8,414 45,802 SH   SOLE   0 0 45,802
WAL-MART STORES COM 931142103 5,169 34,707 SH   SOLE   0 0 34,707
WASTE MANAGEMENT COM 94106L109 258 1,625 SH   SOLE   0 0 1,625
WELLS FARGO & CO COM 949746101 8,054 166,207 SH   SOLE   0 0 166,007
WORKDAY INC COM 98138H101 2,885 12,050 SH   SOLE   0 0 12,050
WYNN RESORTS LTD COM 983134107 5,382 67,495 SH   SOLE   0 0 67,495
FIDELITY INTL INDX-INST PRM COM 315917127 227 4,944 SH   SOLE   0 0 4,944
SCHWAB TTL STCK COM 808509756 225 2,893 SH   SOLE   0 0 2,893
VANGUARD 500 INDEX COM 922908710 822 1,966 SH   SOLE   0 0 1,966
VANGUARD WELLINGTON COM 921935201 202 2,586 SH   SOLE   0 0 2,586
AGRIBUSINESS COM 57060u605 224 2,145 SH   SOLE   0 0 2,145
BIOTECHNOLOGY COM 464287556 2,070 15,890 SH   SOLE   0 0 15,890
COMM SERVICES COM 81369Y852 336 4,891 SH   SOLE   0 0 4,891
CONSUMER DISCR COM 81369Y407 1,394 7,536 SH   SOLE   0 0 7,536
EXPANDED TECH COM 464287549 453 1,166 SH   SOLE   0 0 1,166
FINANCIAL COM 81369y605 573 14,957 SH   SOLE   0 0 14,957
GLOBAL X ELECTRIC VEHICLES COM 37954Y624 622 22,554 SH   SOLE   0 0 22,554
HEALTH CARE COM 81369Y209 2,875 20,987 SH   SOLE   0 0 20,987
INDUSTRIALS COM 81369Y704 2,862 27,788 SH   SOLE   0 0 27,788
INNOVATOR IBD 50 COM 004006508 444 11,350 SH   SOLE   0 0 11,350
INVESCO QQQ COM 46090E103 4,370 12,053 SH   SOLE   0 0 12,053
ISHARES RUSSELL 2000 COM 464287655 247 1,205 SH   SOLE   0 0 1,205
MATERIALS COM 81369Y100 1,113 12,631 SH   SOLE   0 0 12,631
NVN CA DIV ADV MUNI COM 67066Y105 197 15,000 SH   SOLE   0 0 15,000
SELECT DIVIDEND COM 464287168 747 5,834 SH   SOLE   0 0 5,834
SPDR DOW JONES IND COM 78467X109 487 1,403 SH   SOLE   0 0 1,403
SPDR S&P REGIONAL BANKING COM 78464A698 7,058 102,445 SH   SOLE   0 0 102,445
TECHNOLOGY COM 81369Y803 5,192 32,668 SH   SOLE   0 0 32,668
VIRTUS TERRANOVA COM 92790A504 971 32,312 SH   SOLE   0 0 32,312