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 3,768 34,100 SH   SOLE   0 0 34,100
ABBOTT LABS COM COM 002824100 10,860 112,240 SH   SOLE   0 0 112,090
ABBVIE INC. COM 00287Y109 13,954 103,975 SH   SOLE   0 0 103,975
ACTIVISION COM 00507V109 9,833 132,265 SH   SOLE   0 0 132,265
ADOBE SYSTEMS COM 00724f101 245 890 SH   SOLE   0 0 890
ADVANCED MICRO DEV COM 007903107 7,312 115,410 SH   SOLE   0 0 115,410
AIRBNB COM 009066101 4,565 43,455 SH   SOLE   0 0 43,455
ALPHABET CLASS A COM 02079K305 3,575 37,375 SH   SOLE   0 0 37,375
ALPHABET CLASS C COM 02079K107 702 7,300 SH   SOLE   0 0 7,300
ALTRIA GROUP INC COM 02209S103 4,377 108,386 SH   SOLE   0 0 108,386
AMAZON.COM COM 023135106 5,343 47,285 SH   SOLE   0 0 47,285
AMERICAN EXPRESS COM 025816109 3,098 22,960 SH   SOLE   0 0 22,960
AMERICAN TOWER COM 03027X100 11,217 52,247 SH   SOLE   0 0 52,247
AMPLITUDE INC COM 03213A104 155 10,000 SH   SOLE   0 0 10,000
APPLE COMPUTER COM 037833100 48,342 349,799 SH   SOLE   0 0 349,799
APPLIED MATERIALS COM 038222105 23,597 288,016 SH   SOLE   0 0 288,016
ARCHR DAN MIDLND COM 039483102 7,774 96,632 SH   SOLE   0 0 96,632
AT&T COM 00206r102 184 12,000 SH   SOLE   0 0 12,000
AVALONBAY COM 053484101 771 4,185 SH   SOLE   0 0 4,185
BANK OF AMERICA COM 060505104 12,066 399,520 SH   SOLE   0 0 399,520
BLACKSTONE COM 09253u108 11,825 141,278 SH   SOLE   0 0 141,278
BOEING COM 097023105 6,438 53,170 SH   SOLE   0 0 53,170
BRISTOL-MYERS COM 110122108 7,718 108,560 SH   SOLE   0 0 108,560
BROADCOM LTD COM Y09827109 11,635 26,205 SH   SOLE   0 0 26,205
CAMDEN PROPERTY COM 133131102 945 7,909 SH   SOLE   0 0 7,909
CATERPILLAR COM 149123101 11,322 69,004 SH   SOLE   0 0 69,004
CHEVRON CORP COM 166764100 8,102 56,396 SH   SOLE   0 0 56,396
CIGNA CORP COM 125523100 555 2,000 SH   SOLE   0 0 2,000
CITIGROUP INC COM 172967101 530 12,718 SH   SOLE   0 0 12,718
CLEAN ENRGY FUEL COM 184499101 56 10,500 SH   SOLE   0 0 10,500
CLOROX COMPANY COM 189054109 770 6,000 SH   SOLE   0 0 6,000
COINBASE GLB COM 19260Q107 322 5,000 SH   SOLE   0 0 5,000
COMCAST CL A COM 20030N101 3,919 133,613 SH   SOLE   0 0 133,613
COMMUNITY BANK OF THE BAY COM 072205107 254 30,000 SH   SOLE   0 0 30,000
CONSTELLATION COM 21036P108 10,869 47,324 SH   SOLE   0 0 47,324
COSTCO WHOLESALE COM 22160K105 2,255 4,774 SH   SOLE   0 0 4,774
CROWN CASTLE INT'L COM 22822V101 9,653 66,779 SH   SOLE   0 0 66,579
DIGITAL REALTY TR COM 253868103 6,303 63,547 SH   SOLE   0 0 63,547
DISNEY, WALT CO COM 254687106 8,634 91,529 SH   SOLE   0 0 91,529
ENTERPRISE PRODS COM 293792107 954 40,100 SH   SOLE   0 0 40,100
EXXON MOBIL CORP COM 30231G102 2,256 25,840 SH   SOLE   0 0 25,840
FIRST REPUBLIC COM 33616C100 12,272 94,000 SH   SOLE   0 0 94,000
FISERV INC COM 337738108 232 2,475 SH   SOLE   0 0 2,475
FLOWERS FOODS COM 343498101 247 10,000 SH   SOLE   0 0 10,000
FORD MOTOR CO COM 349862300 5,301 473,300 SH   SOLE   0 0 473,300
FRANKLIN RES COM 354613101 362 16,800 SH   SOLE   0 0 16,800
FREEPORT MCMORAN COM 35671d857 2,337 85,500 SH   SOLE   0 0 85,500
GAP INC COM 364760108 218 26,600 SH   SOLE   0 0 26,600
GENERAL DYNAMICS COM 369550108 986 4,645 SH   SOLE   0 0 4,645
HEWLETT-PACKARD COM 42824C109 307 25,600 SH   SOLE   0 0 25,600
HOME DEPOT INC COM 437076102 10,360 37,545 SH   SOLE   0 0 37,545
HONEYWELL INTL COM 438516106 10,903 65,300 SH   SOLE   0 0 65,300
HP INC. COM 428236103 638 25,600 SH   SOLE   0 0 25,600
IBM CORPORATION COM 459200101 7,144 60,130 SH   SOLE   0 0 60,130
JOHN. & JOHN. COM 478160104 11,522 70,533 SH   SOLE   0 0 70,363
JP MORGAN CHASE COM 46625H100 11,418 109,259 SH   SOLE   0 0 109,009
KRATOS DEFENSE COM 50077B207 235 23,100 SH   SOLE   0 0 23,100
LENDINGCLUB CORP COM 52603A208 1,778 160,950 SH   SOLE   0 0 160,950
LILLY, ELI & CO COM 532457108 25,678 79,412 SH   SOLE   0 0 79,412
LIVE NATION COM 538034109 253 3,325 SH   SOLE   0 0 3,325
LOCKHEED MARTIN COM 539830109 10,031 25,967 SH   SOLE   0 0 25,967
MAGELLAN COM 559080106 347 7,300 SH   SOLE   0 0 7,300
MARRIOTT INTL COM 571903202 7,007 50,000 SH   SOLE   0 0 50,000
MCDONALDS COM 580135101 206 894 SH   SOLE   0 0 894
MEDTRONIC PLC COM 585055106 6,971 86,325 SH   SOLE   0 0 86,325
MERCK & CO INC COM 589331107 9,185 106,654 SH   SOLE   0 0 106,404
META PLATFORMS COM 30303M102 912 6,725 SH   SOLE   0 0 6,725
MICROSOFT CORP COM 594918104 37,802 162,311 SH   SOLE   0 0 161,936
MORGAN STANLEY COM 617446448 9,582 121,275 SH   SOLE   0 0 121,275
NVIDIA CORP COM 67066G104 34,585 284,905 SH   SOLE   0 0 284,905
ORACLE CORP COM 68389X105 6,082 99,595 SH   SOLE   0 0 99,595
PEPSICO INC COM 713448108 7,836 48,000 SH   SOLE   0 0 48,000
PFIZER INC COM 717081103 6,530 149,227 SH   SOLE   0 0 149,227
PROCTER & GAMBLE COM 742718109 13,180 104,400 SH   SOLE   0 0 104,400
PROLOGIS COM 74340W103 19,441 191,346 SH   SOLE   0 0 191,346
QUOTIENT TECH. COM 749119103 12,258 5,306,350 SH   SOLE   0 0 5,306,350
RAYTHEON COM 75513E101 2,138 26,114 SH   SOLE   0 0 26,114
RIO TINTO COM 767204100 11,289 205,027 SH   SOLE   0 0 204,827
ROYAL CARIBBEAN COM V7780T103 3,353 88,465 SH   SOLE   0 0 88,465
SALESFORCE.COM COM 79466L302 4,949 34,408 SH   SOLE   0 0 34,408
SERVICENOW, INC COM 81762P102 9,504 25,170 SH   SOLE   0 0 25,170
SIMON PPTY GRP INC COM 828806109 2,261 25,189 SH   SOLE   0 0 24,989
SOLAREDGE TECH COM 83417M104 231 1,000 SH   SOLE   0 0 1,000
SONY CORP COM 835699307 858 13,400 SH   SOLE   0 0 13,400
STARBUCKS CORP COM 855244109 795 9,432 SH   SOLE   0 0 9,432
STARWOOD PROP COM 85571B105 916 50,300 SH   SOLE   0 0 50,300
TAIWAN SEMI ADR COM 874039100 1,561 22,775 SH   SOLE   0 0 22,775
TC ENERGY CORP COM 87807B107 201 5,000 SH   SOLE   0 0 5,000
TELUS CORP COM 87971M103 1,124 56,600 SH   SOLE   0 0 56,600
TESLA MOTORS COM 88160R101 862 3,249 SH   SOLE   0 0 3,249
TILRAY INC COM 88688T100 32 11,633 SH   SOLE   0 0 11,633
UBER TECHNOLOGIES COM 90353T100 1,340 50,550 SH   SOLE   0 0 50,550
UNION PACIFIC COM 907818108 10,166 52,183 SH   SOLE   0 0 52,183
UNITEDHEALTH GROUP COM 91324P102 295 585 SH   SOLE   0 0 585
VENTAS INC. COM 92276F100 241 6,000 SH   SOLE   0 0 6,000
VERIZON COMM COM 92343V104 4,711 124,076 SH   SOLE   0 0 123,926
VERTEX ENERGY COM 92534K107 305 49,000 SH   SOLE   0 0 49,000
VISA INC CL A COM 92826c839 18,373 103,425 SH   SOLE   0 0 103,425
VULCAN MATERIALS COM 929160109 7,223 45,802 SH   SOLE   0 0 45,802
WAL-MART STORES COM 931142103 4,502 34,707 SH   SOLE   0 0 34,707
WELLS FARGO & CO COM 949746101 6,801 169,088 SH   SOLE   0 0 168,888
WORKDAY INC COM 98138H101 2,045 13,435 SH   SOLE   0 0 13,435
WYNN RESORTS LTD COM 983134107 3,680 58,390 SH   SOLE   0 0 58,390
VANGUARD 500 INDEX COM 922908710 555 1,678 SH   SOLE   0 0 1,678
BIOTECHNOLOGY COM 464287556 1,674 14,310 SH   SOLE   0 0 14,310
CONSUMER DISCR COM 81369Y407 1,013 7,113 SH   SOLE   0 0 7,113
DEFIANCE HOTEL,CRUISE COM 26922B873 288 20,450 SH   SOLE   0 0 20,450
EXPANDED TECH COM 464287549 322 1,166 SH   SOLE   0 0 1,166
FINANCIAL COM 81369y605 478 15,760 SH   SOLE   0 0 15,760
GLOBAL X ELECTRIC VEHICLES COM 37954Y624 414 20,569 SH   SOLE   0 0 20,569
HEALTH CARE COM 81369Y209 2,445 20,192 SH   SOLE   0 0 20,192
INDUSTRIALS COM 81369Y704 2,130 25,717 SH   SOLE   0 0 25,717
INNOVATOR IBD 50 COM 004006508 222 9,100 SH   SOLE   0 0 9,100
INVESCO QQQ COM 46090E103 2,912 10,897 SH   SOLE   0 0 10,897
MATERIALS COM 81369Y100 848 12,467 SH   SOLE   0 0 12,467
NVN CA DIV ADV MUNI COM 67066Y105 165 15,000 SH   SOLE   0 0 15,000
SELECT DIVIDEND COM 464287168 597 5,565 SH   SOLE   0 0 5,565
SPDR DOW JONES IND COM 78467X109 368 1,281 SH   SOLE   0 0 1,281
SPDR S&P REGIONAL BANKING COM 78464A698 6,563 111,470 SH   SOLE   0 0 111,470
TECHNOLOGY COM 81369Y803 3,783 31,847 SH   SOLE   0 0 31,847
VIRTUS TERRANOVA COM 92790A504 427 17,387 SH   SOLE   0 0 17,387