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 4,413 34,100 SH   SOLE   0 0 34,100
ABBOTT LABS COM COM 002824100 12,222 112,490 SH   SOLE   0 0 112,340
ABBVIE INC. COM 00287Y109 15,925 103,975 SH   SOLE   0 0 103,975
ACTIVISION COM 00507V109 10,298 132,265 SH   SOLE   0 0 132,265
ADOBE SYSTEMS COM 00724f101 326 890 SH   SOLE   0 0 890
ADVANCED MICRO DEV COM 007903107 8,619 112,710 SH   SOLE   0 0 112,710
AIRBNB COM 009066101 3,871 43,455 SH   SOLE   0 0 43,455
ALPHABET CLASS A COM 02079K305 4,043 1,855 SH   SOLE   0 0 1,855
ALPHABET CLASS C COM 02079K107 798 365 SH   SOLE   0 0 365
ALTRIA GROUP INC COM 02209S103 4,527 108,386 SH   SOLE   0 0 108,386
AMAZON.COM COM 023135106 5,034 47,400 SH   SOLE   0 0 47,400
AMERICAN EXPRESS COM 025816109 3,183 22,960 SH   SOLE   0 0 22,960
AMERICAN TOWER COM 03027X100 13,347 52,222 SH   SOLE   0 0 52,222
AMPLITUDE INC COM 03213A104 236 16,500 SH   SOLE   0 0 16,500
APPLE COMPUTER COM 037833100 47,822 349,783 SH   SOLE   0 0 349,783
APPLIED MATERIALS COM 038222105 26,226 288,266 SH   SOLE   0 0 288,266
ARCHR DAN MIDLND COM 039483102 7,506 96,732 SH   SOLE   0 0 96,732
AT&T COM 00206r102 252 12,000 SH   SOLE   0 0 12,000
AVALONBAY COM 053484101 813 4,185 SH   SOLE   0 0 4,185
BANK OF AMERICA COM 060505104 12,389 397,970 SH   SOLE   0 0 397,970
BLACKSTONE COM 09253u108 12,414 136,075 SH   SOLE   0 0 136,075
BOEING COM 097023105 7,269 53,170 SH   SOLE   0 0 53,170
BRISTOL-MYERS COM 110122108 8,359 108,560 SH   SOLE   0 0 108,560
BROADCOM LTD COM Y09827109 12,779 26,305 SH   SOLE   0 0 26,305
CAMDEN PROPERTY COM 133131102 1,064 7,909 SH   SOLE   0 0 7,909
CATERPILLAR COM 149123101 12,335 69,004 SH   SOLE   0 0 69,004
CHEVRON CORP COM 166764100 8,165 56,396 SH   SOLE   0 0 56,396
CIGNA CORP COM 125523100 527 2,000 SH   SOLE   0 0 2,000
CITIGROUP INC COM 172967101 661 14,363 SH   SOLE   0 0 14,363
CLEAN ENRGY FUEL COM 184499101 47 10,500 SH   SOLE   0 0 10,500
CLOROX COMPANY COM 189054109 846 6,000 SH   SOLE   0 0 6,000
COINBASE GLB COM 19260Q107 247 5,245 SH   SOLE   0 0 5,245
COMCAST CL A COM 20030N101 5,349 136,313 SH   SOLE   0 0 136,313
COMMUNITY BANK OF THE BAY COM 072205107 253 30,000 SH   SOLE   0 0 30,000
CONSTELLATION COM 21036P108 11,029 47,324 SH   SOLE   0 0 47,324
COSTCO WHOLESALE COM 22160K105 2,207 4,604 SH   SOLE   0 0 4,604
CROWN CASTLE INT'L COM 22822V101 11,275 66,964 SH   SOLE   0 0 66,764
DIGITAL REALTY TR COM 253868103 8,234 63,420 SH   SOLE   0 0 63,420
DISNEY, WALT CO COM 254687106 8,614 91,254 SH   SOLE   0 0 91,254
ENTERPRISE PRODS COM 293792107 977 40,100 SH   SOLE   0 0 40,100
EXXON MOBIL CORP COM 30231G102 2,201 25,700 SH   SOLE   0 0 25,700
FIRST REPUBLIC COM 33616C100 13,555 94,000 SH   SOLE   0 0 94,000
FISERV INC COM 337738108 569 6,400 SH   SOLE   0 0 6,400
FLOWERS FOODS COM 343498101 263 10,000 SH   SOLE   0 0 10,000
FORD MOTOR CO COM 349862300 5,557 499,300 SH   SOLE   0 0 499,300
FRANKLIN RES COM 354613101 392 16,800 SH   SOLE   0 0 16,800
FREEPORT MCMORAN COM 35671d857 2,502 85,500 SH   SOLE   0 0 85,500
GAP INC COM 364760108 219 26,600 SH   SOLE   0 0 26,600
GENERAL DYNAMICS COM 369550108 780 3,525 SH   SOLE   0 0 3,525
HEWLETT-PACKARD COM 42824C109 339 25,600 SH   SOLE   0 0 25,600
HOME DEPOT INC COM 437076102 10,297 37,545 SH   SOLE   0 0 37,545
HONEYWELL INTL COM 438516106 11,384 65,499 SH   SOLE   0 0 65,499
HP INC. COM 428236103 839 25,600 SH   SOLE   0 0 25,600
IBM CORPORATION COM 459200101 8,472 60,005 SH   SOLE   0 0 60,005
INTEL CORPORATION COM 458140100 288 7,700 SH   SOLE   0 0 7,700
JOHN. & JOHN. COM 478160104 12,537 70,629 SH   SOLE   0 0 70,459
JP MORGAN CHASE COM 46625H100 12,326 109,456 SH   SOLE   0 0 109,206
KRATOS DEFENSE COM 50077B207 341 24,600 SH   SOLE   0 0 24,600
LENDINGCLUB CORP COM 52603A208 2,002 171,250 SH   SOLE   0 0 171,250
LENNAR CORP COM 526057104 326 4,625 SH   SOLE   0 0 4,625
LILLY, ELI & CO COM 532457108 25,748 79,412 SH   SOLE   0 0 79,412
LIVE NATION COM 538034109 275 3,325 SH   SOLE   0 0 3,325
LOCKHEED MARTIN COM 539830109 11,208 26,067 SH   SOLE   0 0 26,067
MAGELLAN COM 559080106 349 7,300 SH   SOLE   0 0 7,300
MARRIOTT INTL COM 571903202 6,800 50,000 SH   SOLE   0 0 50,000
MCDONALDS COM 580135101 221 894 SH   SOLE   0 0 894
MEDTRONIC PLC COM 585055106 7,748 86,325 SH   SOLE   0 0 86,325
MERCK & CO INC COM 589331107 9,742 106,853 SH   SOLE   0 0 106,603
META PLATFORMS COM 30303M102 1,084 6,725 SH   SOLE   0 0 6,725
MICROSOFT CORP COM 594918104 41,737 162,510 SH   SOLE   0 0 162,135
MONDELEZ INTL COM 609207105 217 3,500 SH   SOLE   0 0 3,500
MORGAN STANLEY COM 617446448 9,224 121,275 SH   SOLE   0 0 121,275
NESTLE SA COM 641069406 215 1,850 SH   SOLE   0 0 1,850
NVIDIA CORP COM 67066G104 43,124 284,480 SH   SOLE   0 0 284,480
ORACLE CORP COM 68389X105 8,537 122,183 SH   SOLE   0 0 122,183
PEPSICO INC COM 713448108 8,000 48,000 SH   SOLE   0 0 48,000
PFIZER INC COM 717081103 7,803 148,827 SH   SOLE   0 0 148,827
PROCTER & GAMBLE COM 742718109 15,012 104,400 SH   SOLE   0 0 104,400
PROLOGIS COM 74340W103 22,503 191,271 SH   SOLE   0 0 191,271
QUOTIENT TECH. COM 749119103 15,760 5,306,350 SH   SOLE   0 0 5,306,350
RAYTHEON COM 75513E101 2,467 25,664 SH   SOLE   0 0 25,664
RIO TINTO COM 767204100 12,521 205,262 SH   SOLE   0 0 205,062
ROYAL CARIBBEAN COM V7780T103 3,104 88,915 SH   SOLE   0 0 88,915
SALESFORCE.COM COM 79466L302 6,617 40,096 SH   SOLE   0 0 40,096
SERVICENOW, INC COM 81762P102 11,969 25,170 SH   SOLE   0 0 25,170
SIMON PPTY GRP INC COM 828806109 2,296 24,185 SH   SOLE   0 0 23,985
SONY CORP COM 835699307 1,096 13,400 SH   SOLE   0 0 13,400
STARBUCKS CORP COM 855244109 705 9,232 SH   SOLE   0 0 9,232
STARWOOD PROP COM 85571B105 1,051 50,300 SH   SOLE   0 0 50,300
TAIWAN SEMI ADR COM 874039100 7,490 91,625 SH   SOLE   0 0 91,625
TC ENERGY CORP COM 87807B107 259 5,000 SH   SOLE   0 0 5,000
TELUS CORP COM 87971M103 2,823 126,700 SH   SOLE   0 0 126,700
TESLA MOTORS COM 88160R101 898 1,333 SH   SOLE   0 0 1,333
TILRAY INC COM 88688T100 36 11,633 SH   SOLE   0 0 11,633
UBER TECHNOLOGIES COM 90353T100 954 46,650 SH   SOLE   0 0 46,650
UNION PACIFIC COM 907818108 11,130 52,183 SH   SOLE   0 0 52,183
UNITEDHEALTH GROUP COM 91324P102 249 485 SH   SOLE   0 0 485
VENTAS INC. COM 92276F100 309 6,000 SH   SOLE   0 0 6,000
VERIZON COMM COM 92343V104 6,350 125,122 SH   SOLE   0 0 124,972
VERTEX ENERGY COM 92534K107 242 23,000 SH   SOLE   0 0 23,000
VISA INC CL A COM 92826c839 20,362 103,419 SH   SOLE   0 0 103,419
VULCAN MATERIALS COM 929160109 6,508 45,802 SH   SOLE   0 0 45,802
WAL-MART STORES COM 931142103 4,220 34,707 SH   SOLE   0 0 34,707
WELLS FARGO & CO COM 949746101 6,580 167,985 SH   SOLE   0 0 167,785
WORKDAY INC COM 98138H101 1,794 12,855 SH   SOLE   0 0 12,855
WYNN RESORTS LTD COM 983134107 3,373 59,190 SH   SOLE   0 0 59,190
VANGUARD 500 INDEX COM 922908710 619 1,772 SH   SOLE   0 0 1,772
BIOTECHNOLOGY COM 464287556 1,727 14,685 SH   SOLE   0 0 14,685
COMM SERVICES COM 81369Y852 208 3,841 SH   SOLE   0 0 3,841
CONSUMER DISCR COM 81369Y407 976 7,102 SH   SOLE   0 0 7,102
DEFIANCE HOTEL,CRUISE COM 26922B873 302 20,050 SH   SOLE   0 0 20,050
EXPANDED TECH COM 464287549 343 1,166 SH   SOLE   0 0 1,166
FINANCIAL COM 81369y605 487 15,495 SH   SOLE   0 0 15,495
GLOBAL X ELECTRIC VEHICLES COM 37954Y624 453 21,104 SH   SOLE   0 0 21,104
HEALTH CARE COM 81369Y209 2,582 20,137 SH   SOLE   0 0 20,137
INDUSTRIALS COM 81369Y704 2,281 26,114 SH   SOLE   0 0 26,114
INNOVATOR IBD 50 COM 004006508 236 8,800 SH   SOLE   0 0 8,800
INVESCO QQQ COM 46090E103 3,093 11,034 SH   SOLE   0 0 11,034
MATERIALS COM 81369Y100 911 12,382 SH   SOLE   0 0 12,382
NVN CA DIV ADV MUNI COM 67066Y105 185 15,000 SH   SOLE   0 0 15,000
SELECT DIVIDEND COM 464287168 628 5,340 SH   SOLE   0 0 5,340
SPDR DOW JONES IND COM 78467X109 394 1,279 SH   SOLE   0 0 1,279
SPDR S&P REGIONAL BANKING COM 78464A698 6,503 111,945 SH   SOLE   0 0 111,945
TECHNOLOGY COM 81369Y803 4,026 31,670 SH   SOLE   0 0 31,670
VIRTUS TERRANOVA COM 92790A504 733 29,212 SH   SOLE   0 0 29,212