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 6,057 34,100 SH   SOLE   0 0 34,100
ABBOTT LABS COM COM 002824100 15,944 113,290 SH   SOLE   0 0 113,140
ABBVIE INC. COM 00287Y109 14,329 105,825 SH   SOLE   0 0 105,825
ACTIVISION COM 00507V109 8,859 133,165 SH   SOLE   0 0 133,165
ADOBE SYSTEMS COM 00724f101 562 990 SH   SOLE   0 0 990
ADVANCED MICRO DEV COM 007903107 13,498 93,800 SH   SOLE   0 0 93,800
AIRBNB COM 009066101 7,268 43,655 SH   SOLE   0 0 43,655
ALPHABET CLASS A COM 02079K305 2,567 886 SH   SOLE   0 0 886
ALPHABET CLASS C COM 02079K107 1,056 365 SH   SOLE   0 0 365
ALTRIA GROUP INC COM 02209S103 5,006 105,636 SH   SOLE   0 0 105,636
AMAZON.COM COM 023135106 5,768 1,730 SH   SOLE   0 0 1,730
AMERICAN CAMPUS COM 024835100 401 7,000 SH   SOLE   0 0 7,000
AMERICAN EXPRESS COM 025816109 3,756 22,960 SH   SOLE   0 0 22,960
AMERICAN TOWER COM 03027X100 15,066 51,507 SH   SOLE   0 0 51,507
AMPLITUDE INC COM 03213A104 349 6,600 SH   SOLE   0 0 6,600
APPLE COMPUTER COM 037833100 63,380 356,932 SH   SOLE   0 0 356,932
APPLIED MATERIALS COM 038222105 39,775 252,766 SH   SOLE   0 0 252,766
ARCHR DAN MIDLND COM 039483102 6,660 98,539 SH   SOLE   0 0 98,539
ASML HOLDINGS NV COM N07059210 279 350 SH   SOLE   0 0 350
ATKORE INC COM 047649108 222 2,000 SH   SOLE   0 0 2,000
AURA SYSTEMS COM 051526309 8 10,000 SH   SOLE   0 0 10,000
AVALONBAY COM 053484101 1,057 4,185 SH   SOLE   0 0 4,185
BANK OF AMERICA COM 060505104 17,648 396,670 SH   SOLE   0 0 396,670
BERKSHIRE HATH. COM 084670207 217 726 SH   SOLE   0 0 726
BLACKSTONE COM 09253u108 15,106 116,750 SH   SOLE   0 0 116,750
BOEING COM 097023105 10,766 53,475 SH   SOLE   0 0 53,475
BRISTOL-MYERS COM 110122108 6,657 106,760 SH   SOLE   0 0 106,760
BROADCOM LTD COM Y09827109 17,504 26,305 SH   SOLE   0 0 26,305
CAMDEN PROPERTY COM 133131102 1,422 7,959 SH   SOLE   0 0 7,959
CATERPILLAR COM 149123101 14,266 69,004 SH   SOLE   0 0 69,004
CHEVRON CORP COM 166764100 6,565 55,946 SH   SOLE   0 0 55,946
CIGNA CORP COM 125523100 459 2,000 SH   SOLE   0 0 2,000
CITIGROUP INC COM 172967101 1,030 17,054 SH   SOLE   0 0 17,054
CLEAN ENRGY FUEL COM 184499101 64 10,500 SH   SOLE   0 0 10,500
CLOROX COMPANY COM 189054109 1,046 6,000 SH   SOLE   0 0 6,000
COINBASE GLB COM 19260Q107 447 1,770 SH   SOLE   0 0 1,770
COMCAST CL A COM 20030N101 6,861 136,313 SH   SOLE   0 0 136,313
COMMUNITY BANK OF THE BAY COM 072205107 215 30,000 SH   SOLE   0 0 30,000
CONSTELLATION COM 21036P108 11,940 47,574 SH   SOLE   0 0 47,574
COSTCO WHOLESALE COM 22160K105 2,375 4,184 SH   SOLE   0 0 4,184
COTY INC COM 222070203 157 15,000 SH   SOLE   0 0 15,000
CROWN CASTLE INT'L COM 22822V101 14,353 68,760 SH   SOLE   0 0 68,560
DIGITAL REALTY TR COM 253868103 10,731 60,670 SH   SOLE   0 0 60,670
DISNEY, WALT CO COM 254687106 13,831 89,294 SH   SOLE   0 0 89,294
ENERGY TRANSFER COM 29273v100 98 11,936 SH   SOLE   0 0 11,936
ENTERPRISE PRODS COM 293792107 683 31,100 SH   SOLE   0 0 31,100
EXXON MOBIL CORP COM 30231G102 1,573 25,700 SH   SOLE   0 0 25,700
FIRST REPUBLIC COM 33616C100 19,412 94,000 SH   SOLE   0 0 94,000
FISERV INC COM 337738108 2,560 24,665 SH   SOLE   0 0 24,665
FLOWERS FOODS COM 343498101 275 10,000 SH   SOLE   0 0 10,000
FORD MOTOR CO COM 349862300 9,450 455,000 SH   SOLE   0 0 455,000
FRANKLIN RES COM 354613101 362 10,800 SH   SOLE   0 0 10,800
FREEPORT MCMORAN COM 35671d857 3,572 85,600 SH   SOLE   0 0 85,600
GAP INC COM 364760108 469 26,600 SH   SOLE   0 0 26,600
GENERAL DYNAMICS COM 369550108 756 3,625 SH   SOLE   0 0 3,625
HEWLETT-PACKARD COM 42824C109 404 25,600 SH   SOLE   0 0 25,600
HOME DEPOT INC COM 437076102 15,644 37,695 SH   SOLE   0 0 37,695
HONEYWELL INTL COM 438516106 13,750 65,946 SH   SOLE   0 0 65,946
HP INC. COM 428236103 964 25,600 SH   SOLE   0 0 25,600
IBM CORPORATION COM 459200101 7,880 58,955 SH   SOLE   0 0 58,955
INTEL CORPORATION COM 458140100 381 7,400 SH   SOLE   0 0 7,400
JOHN. & JOHN. COM 478160104 12,204 71,342 SH   SOLE   0 0 71,172
JP MORGAN CHASE COM 46625H100 17,419 110,000 SH   SOLE   0 0 109,750
KRATOS DEFENSE COM 50077B207 1,237 63,750 SH   SOLE   0 0 63,750
L3HARRIS TECH COM 502431109 2,364 11,085 SH   SOLE   0 0 11,085
LAM RESEARCH CORP COM 512807108 331 460 SH   SOLE   0 0 460
LENDINGCLUB CORP COM 52603A208 2,636 109,000 SH   SOLE   0 0 109,000
LENNAR CORP COM 526057104 624 5,375 SH   SOLE   0 0 5,375
LILLY, ELI & CO COM 532457108 21,935 79,412 SH   SOLE   0 0 79,412
LIVE NATION COM 538034109 431 3,600 SH   SOLE   0 0 3,600
LOCKHEED MARTIN COM 539830109 9,309 26,192 SH   SOLE   0 0 26,192
MAGELLAN COM 559080106 339 7,300 SH   SOLE   0 0 7,300
MARRIOTT INTL COM 571903202 8,262 50,000 SH   SOLE   0 0 50,000
MCDONALDS COM 580135101 240 894 SH   SOLE   0 0 894
MEDTRONIC PLC COM 585055106 11,669 112,800 SH   SOLE   0 0 112,800
MERCK & CO INC COM 589331107 8,181 106,749 SH   SOLE   0 0 106,499
META PLATFORMS COM 30303M102 1,962 5,834 SH   SOLE   0 0 5,834
MICROSOFT CORP COM 594918104 55,187 164,091 SH   SOLE   0 0 163,716
MONDELEZ INTL COM 609207105 232 3,500 SH   SOLE   0 0 3,500
MONEYGRAM INTL. COM 60935Y208 215 27,200 SH   SOLE   0 0 27,200
MORGAN STANLEY COM 617446448 11,676 118,950 SH   SOLE   0 0 118,950
MOSAIC CO COM 61945a107 7,884 200,654 SH   SOLE   0 0 200,454
NESTLE SA COM 641069406 277 1,975 SH   SOLE   0 0 1,975
NVIDIA CORP COM 67066G104 81,573 277,355 SH   SOLE   0 0 277,355
ON SEMICONDUCTOR COM 682189105 231 3,400 SH   SOLE   0 0 3,400
ORACLE CORP COM 68389X105 10,795 123,782 SH   SOLE   0 0 123,782
PEPSICO INC COM 713448108 8,338 48,000 SH   SOLE   0 0 48,000
PFIZER INC COM 717081103 8,751 148,202 SH   SOLE   0 0 148,202
PROCTER & GAMBLE COM 742718109 17,078 104,400 SH   SOLE   0 0 104,400
PROLOGIS COM 74340W103 32,169 191,071 SH   SOLE   0 0 191,071
QUOTIENT TECH. COM 749119103 39,373 5,306,350 SH   SOLE   0 0 5,306,350
RAYTHEON COM 75513E101 2,440 28,347 SH   SOLE   0 0 28,347
RIO TINTO COM 767204100 13,803 206,196 SH   SOLE   0 0 205,996
ROYAL CARIBBEAN COM V7780T103 7,078 92,040 SH   SOLE   0 0 92,040
SALESFORCE.COM COM 79466L302 9,338 36,746 SH   SOLE   0 0 36,746
SERVICENOW, INC COM 81762P102 16,354 25,195 SH   SOLE   0 0 25,195
SHOPIFY INC COM 82509L107 548 398 SH   SOLE   0 0 398
SIMON PPTY GRP INC COM 828806109 3,012 18,855 SH   SOLE   0 0 18,655
SOLAREDGE TECH COM 83417M104 281 1,000 SH   SOLE   0 0 1,000
SONY CORP COM 835699307 1,855 14,675 SH   SOLE   0 0 14,675
STARBUCKS CORP COM 855244109 1,226 10,482 SH   SOLE   0 0 10,482
STARWOOD PROP COM 85571B105 1,125 46,300 SH   SOLE   0 0 46,300
TAIWAN SEMI ADR COM 874039100 11,360 94,425 SH   SOLE   0 0 94,425
TAPESTRY COM 876030107 211 5,200 SH   SOLE   0 0 5,200
TELUS CORP COM 87971M103 2,924 124,050 SH   SOLE   0 0 124,050
TESLA MOTORS COM 88160R101 1,123 1,063 SH   SOLE   0 0 1,063
TILRAY INC COM 88688T100 89 12,633 SH   SOLE   0 0 12,633
UBER TECHNOLOGIES COM 90353T100 1,507 35,950 SH   SOLE   0 0 35,950
UNION PACIFIC COM 907818108 13,159 52,233 SH   SOLE   0 0 52,233
US STEEL CORP COM 912909108 3,232 135,750 SH   SOLE   0 0 135,750
VENTAS INC. COM 92276F100 307 6,000 SH   SOLE   0 0 6,000
VERIZON COMM COM 92343V104 6,480 124,706 SH   SOLE   0 0 124,556
VISA INC CL A COM 92826c839 22,542 104,017 SH   SOLE   0 0 104,017
VULCAN MATERIALS COM 929160109 9,508 45,802 SH   SOLE   0 0 45,802
WAL-MART STORES COM 931142103 5,022 34,707 SH   SOLE   0 0 34,707
WASTE MANAGEMENT COM 94106L109 317 1,900 SH   SOLE   0 0 1,900
WELLS FARGO & CO COM 949746101 7,910 164,855 SH   SOLE   0 0 164,655
WORKDAY INC COM 98138H101 3,305 12,100 SH   SOLE   0 0 12,100
WYNN RESORTS LTD COM 983134107 5,765 67,795 SH   SOLE   0 0 67,795
FIDELITY INTL INDX-INST PRM COM 315917127 244 4,944 SH   SOLE   0 0 4,944
SCHWAB TTL STCK COM 808509756 238 2,893 SH   SOLE   0 0 2,893
VANGUARD 500 INDEX COM 922908710 995 2,261 SH   SOLE   0 0 2,261
VANGUARD WELLINGTON COM 921935201 216 2,575 SH   SOLE   0 0 2,575
AGRIBUSINESS COM 57060u605 212 2,220 SH   SOLE   0 0 2,220
BIOTECHNOLOGY COM 464287556 2,364 15,490 SH   SOLE   0 0 15,490
COMM SERVICES COM 81369Y852 380 4,891 SH   SOLE   0 0 4,891
CONSUMER DISCR COM 81369Y407 1,554 7,601 SH   SOLE   0 0 7,601
EXPANDED TECH COM 464287549 512 1,166 SH   SOLE   0 0 1,166
FINANCIAL COM 81369y605 593 15,197 SH   SOLE   0 0 15,197
GLOBAL X ELECTRIC VEHICLES COM 37954Y624 679 22,250 SH   SOLE   0 0 22,250
HEALTH CARE COM 81369Y209 2,934 20,828 SH   SOLE   0 0 20,828
INDUSTRIALS COM 81369Y704 3,062 28,936 SH   SOLE   0 0 28,936
INNOVATOR IBD 50 COM 004006508 520 11,350 SH   SOLE   0 0 11,350
INVESCO AEROSP & DEF COM 46137V100 1,455 20,143 SH   SOLE   0 0 20,143
INVESCO QQQ COM 46090E103 4,966 12,482 SH   SOLE   0 0 12,482
ISHARES RUSS 1000 GR COM 464287614 201 658 SH   SOLE   0 0 658
ISHARES RUSSELL 2000 COM 464287655 247 1,110 SH   SOLE   0 0 1,110
MATERIALS COM 81369Y100 1,153 12,725 SH   SOLE   0 0 12,725
NVN CA DIV ADV MUNI COM 67066Y105 235 15,000 SH   SOLE   0 0 15,000
SELECT DIVIDEND COM 464287168 727 5,928 SH   SOLE   0 0 5,928
SPDR DOW JONES IND COM 78467X109 509 1,402 SH   SOLE   0 0 1,402
SPDR S P MIDCAP COM 78467Y107 204 394 SH   SOLE   0 0 394
SPDR S&P REGIONAL BANKING COM 78464A698 351 4,950 SH   SOLE   0 0 4,950
TECHNOLOGY COM 81369Y803 5,684 32,691 SH   SOLE   0 0 32,691
US OIL COM 91232N108 1,087 20,000 SH   SOLE   0 0 20,000
VIRTUS TERRANOVA COM 92790A504 1,032 31,262 SH   SOLE   0 0 31,262