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
Expires: July 31, 2015
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 1,432 13,100 SH SOLE 0 0 13,100
ABBOTT LABS COM COM 002824100 12,306 111,806 SH SOLE 0 0 111,656
ABBVIE INC. COM 00287Y109 15,908 102,650 SH SOLE 0 0 102,650
ADOBE SYSTEMS COM 00724f101 322 540 SH SOLE 0 0 540
ADVANCED MICRO DEV COM 007903107 20,005 135,710 SH SOLE 0 0 135,710
AIRBNB COM 009066101 438 3,220 SH SOLE 0 0 3,220
ALLIANCE RES PTNRS COM 01877r108 1,207 57,000 SH SOLE 0 0 57,000
ALPHABET CLASS A COM 02079K305 6,998 50,100 SH SOLE 0 0 50,100
ALPHABET CLASS C COM 02079K107 944 6,700 SH SOLE 0 0 6,700
ALTRIA GROUP INC COM 02209S103 3,848 95,386 SH SOLE 0 0 95,386
AMAZON.COM COM 023135106 9,547 62,835 SH SOLE 0 0 62,835
AMERICAN BATTERY TECH COM 02451v309 2,224 474,164 SH SOLE 0 0 474,164
AMERICAN EXPRESS COM 025816109 4,301 22,960 SH SOLE 0 0 22,960
AMERICAN TOWER COM 03027X100 11,785 54,592 SH SOLE 0 0 54,592
AON PLC COM G0403H108 873 3,000 SH SOLE 0 0 3,000
APPLE COMPUTER COM 037833100 66,278 344,247 SH SOLE 0 0 344,247
APPLIED MATERIALS COM 038222105 44,993 277,616 SH SOLE 0 0 277,616
ASML HOLDINGS NV COM N07059210 284 375 SH SOLE 0 0 375
AVALONBAY COM 053484101 765 4,085 SH SOLE 0 0 4,085
BANK OF AMERICA COM 060505104 15,018 446,020 SH SOLE 0 0 446,020
BERKSHIRE HATH. COM 084670207 259 726 SH SOLE 0 0 726
BLACKSTONE COM 09253u108 15,738 120,214 SH SOLE 0 0 120,214
BOEING COM 097023105 13,584 52,115 SH SOLE 0 0 52,115
BRISTOL-MYERS COM 110122108 5,586 108,860 SH SOLE 0 0 108,860
BROADCOM LTD COM Y09827109 29,251 26,205 SH SOLE 0 0 26,205
CAMDEN PROPERTY COM 133131102 785 7,909 SH SOLE 0 0 7,909
CATERPILLAR COM 149123101 20,358 68,854 SH SOLE 0 0 68,854
CHARLES SCHWAB COM 808513105 8,637 125,543 SH SOLE 0 0 125,543
CHEVRON CORP COM 166764100 8,412 56,396 SH SOLE 0 0 56,396
CIGNA CORP COM 125523100 599 2,000 SH SOLE 0 0 2,000
CITIGROUP INC COM 172967101 270 5,250 SH SOLE 0 0 5,250
CLOROX COMPANY COM 189054109 856 6,000 SH SOLE 0 0 6,000
COMCAST CL A COM 20030N101 5,850 133,400 SH SOLE 0 0 133,400
COMMUNITY BANK OF THE BAY COM 072205107 231 30,000 SH SOLE 0 0 30,000
CONSTELLATION COM 21036P108 11,375 47,054 SH SOLE 0 0 47,054
COSTCO WHOLESALE COM 22160K105 3,162 4,790 SH SOLE 0 0 4,790
CROWDSTRIKE HOLDINGS COM 22788C105 4,385 17,175 SH SOLE 0 0 17,175
CROWN CASTLE INT'L COM 22822V101 2,425 21,053 SH SOLE 0 0 20,853
DEERE & CO COM 244199105 210 525 SH SOLE 0 0 525
DIGITAL REALTY TR COM 253868103 7,639 56,760 SH SOLE 0 0 56,760
DISNEY, WALT CO COM 254687106 1,776 19,665 SH SOLE 0 0 19,665
ENTERPRISE PRODS COM 293792107 1,086 41,200 SH SOLE 0 0 41,200
EXXON MOBIL CORP COM 30231G102 2,080 20,800 SH SOLE 0 0 20,800
FATE THERAPEUTICS COM 31189P102 67 18,000 SH SOLE 0 0 18,000
FRANKLIN RES COM 354613101 502 16,835 SH SOLE 0 0 16,835
FREEPORT MCMORAN COM 35671d857 3,557 83,550 SH SOLE 0 0 83,550
GAP INC COM 364760108 556 26,600 SH SOLE 0 0 26,600
GENERAL DYNAMICS COM 369550108 2,980 11,475 SH SOLE 0 0 11,475
HEWLETT-PACKARD COM 42824C109 435 25,600 SH SOLE 0 0 25,600
HF SINCLAIR COM 403949100 328 5,900 SH SOLE 0 0 5,900
HOME DEPOT INC COM 437076102 12,885 37,180 SH SOLE 0 0 37,180
HONEYWELL INTL COM 438516106 13,528 64,506 SH SOLE 0 0 64,506
HP INC. COM 428236103 770 25,600 SH SOLE 0 0 25,600
IBM CORPORATION COM 459200101 9,834 60,130 SH SOLE 0 0 60,130
JOHN. & JOHN. COM 478160104 10,914 69,628 SH SOLE 0 0 69,458
JP MORGAN CHASE COM 46625H100 18,379 108,047 SH SOLE 0 0 107,797
LAM RESEARCH CORP COM 512807108 321 410 SH SOLE 0 0 410
LENDINGCLUB CORP COM 52603A208 1,198 137,050 SH SOLE 0 0 137,050
LILLY, ELI & CO COM 532457108 46,116 79,112 SH SOLE 0 0 79,112
LOCKHEED MARTIN COM 539830109 11,724 25,867 SH SOLE 0 0 25,867
MARRIOTT INTL COM 571903202 11,275 50,000 SH SOLE 0 0 50,000
MERCK & CO INC COM 589331107 11,388 104,461 SH SOLE 0 0 104,211
META PLATFORMS COM 30303M102 637 1,800 SH SOLE 0 0 1,800
MICROSOFT CORP COM 594918104 60,670 161,339 SH SOLE 0 0 160,964
MONDELEZ INTL COM 609207105 254 3,500 SH SOLE 0 0 3,500
MORGAN STANLEY COM 617446448 11,304 121,225 SH SOLE 0 0 121,225
NVIDIA CORP COM 67066G104 135,826 274,275 SH SOLE 0 0 274,275
ONEOK INC COM 682680103 400 5,700 SH SOLE 0 0 5,700
ORACLE CORP COM 68389X105 10,558 100,145 SH SOLE 0 0 100,145
PEPSICO INC COM 713448108 6,420 37,800 SH SOLE 0 0 37,800
PFIZER INC COM 717081103 1,072 37,252 SH SOLE 0 0 37,252
PROCTER & GAMBLE COM 742718109 15,299 104,400 SH SOLE 0 0 104,400
PROLOGIS COM 74340W103 33,611 252,146 SH SOLE 0 0 252,146
RAYTHEON COM 75513E101 622 7,390 SH SOLE 0 0 7,390
RIO TINTO COM 767204100 15,242 204,704 SH SOLE 0 0 204,504
ROYAL CARIBBEAN COM V7780T103 1,042 8,050 SH SOLE 0 0 8,050
SALESFORCE.COM COM 79466L302 8,898 33,813 SH SOLE 0 0 33,813
SERVICENOW, INC COM 81762P102 6,365 9,010 SH SOLE 0 0 9,010
SHOPIFY INC COM 82509L107 337 4,330 SH SOLE 0 0 4,330
SIMON PPTY GRP INC COM 828806109 3,312 23,216 SH SOLE 0 0 23,016
SNOWFLAKE CLASS A COM 833445109 11,467 57,625 SH SOLE 0 0 57,625
SONY CORP COM 835699307 937 9,900 SH SOLE 0 0 9,900
STARBUCKS CORP COM 855244109 896 9,332 SH SOLE 0 0 9,332
STARWOOD PROP COM 85571B105 1,032 49,100 SH SOLE 0 0 49,100
TELUS CORP COM 87971M103 845 47,500 SH SOLE 0 0 47,500
TESLA MOTORS COM 88160R101 1,092 4,395 SH SOLE 0 0 4,395
TILRAY INC COM 88688T100 27 11,680 SH SOLE 0 0 11,680
UBER TECHNOLOGIES COM 90353T100 7,001 113,700 SH SOLE 0 0 113,700
UNION PACIFIC COM 907818108 12,768 51,983 SH SOLE 0 0 51,983
UNITEDHEALTH GROUP COM 91324P102 466 885 SH SOLE 0 0 885
UNITY SOFTWARE COM 91332U101 225 5,500 SH SOLE 0 0 5,500
VENTAS INC. COM 92276F100 299 6,000 SH SOLE 0 0 6,000
VERIZON COMM COM 92343V104 583 15,463 SH SOLE 0 0 15,313
VERTEX ENERGY COM 92534K107 197 58,000 SH SOLE 0 0 58,000
VISA INC CL A COM 92826c839 26,394 101,380 SH SOLE 0 0 101,380
VULCAN MATERIALS COM 929160109 10,205 44,952 SH SOLE 0 0 44,952
WAL-MART STORES COM 931142103 5,472 34,707 SH SOLE 0 0 34,707
WELLS FARGO & CO COM 949746101 9,549 193,999 SH SOLE 0 0 193,799
WORKDAY INC COM 98138H101 3,810 13,800 SH SOLE 0 0 13,800
WYNN RESORTS LTD COM 983134107 405 4,440 SH SOLE 0 0 4,440
SCHWAB TTL STCK COM 808509756 241 2,982 SH SOLE 0 0 2,982
VANGUARD 500 INDEX COM 922908710 624 1,418 SH SOLE 0 0 1,418
VANGUARD WELLINGTON COM 921935201 212 2,964 SH SOLE 0 0 2,964
BIOTECHNOLOGY COM 464287556 1,467 10,800 SH SOLE 0 0 10,800
COMM SERVICES COM 81369Y852 366 5,031 SH SOLE 0 0 5,031
CONSUMER DISCR COM 81369Y407 1,105 6,177 SH SOLE 0 0 6,177
ETFMG PRM CYBER SECURITY COM 26924G201 217 3,600 SH SOLE 0 0 3,600
EXPANDED TECH COM 464287549 415 926 SH SOLE 0 0 926
FINANCIAL COM 81369y605 451 12,007 SH SOLE 0 0 12,007
GLOBAL X ELECTRIC VEHICLES COM 37954Y624 460 18,657 SH SOLE 0 0 18,657
HEALTH CARE COM 81369Y209 2,665 19,544 SH SOLE 0 0 19,544
INDUSTRIALS COM 81369Y704 2,685 23,552 SH SOLE 0 0 23,552
INVESCO QQQ COM 46090E103 4,640 11,330 SH SOLE 0 0 11,330
ISHARES RUSSELL 2000 COM 464287655 1,088 5,421 SH SOLE 0 0 5,421
MATERIALS COM 81369Y100 843 9,852 SH SOLE 0 0 9,852
NVN CA DIV ADV MUNI COM 67066Y105 166 15,000 SH SOLE 0 0 15,000
SELECT DIVIDEND COM 464287168 546 4,654 SH SOLE 0 0 4,654
SPDR DOW JONES IND COM 78467X109 482 1,278 SH SOLE 0 0 1,278
SPDR S P MIDCAP COM 78467Y107 203 400 SH SOLE 0 0 400
SPDR S&P REGIONAL COM 78464A698 2,108 40,215 SH SOLE 0 0 40,215
TECHNOLOGY COM 81369Y803 5,909 30,697 SH SOLE 0 0 30,697
VIRTUS TERRANOVA COM 92790A504 470 15,312 SH SOLE 0 0 15,312