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 1,994 13,100 SH SOLE 0 0 13,100
ABBOTT LABS COM COM 002824100 16,516 121,433 SH SOLE 0 0 121,133
ABBVIE INC. COM 00287Y109 17,824 96,025 SH SOLE 0 0 96,025
ADVANCED MICRO DEV COM 007903107 20,277 142,895 SH SOLE 0 0 142,895
ALLIANCE RES PTNRS COM 01877r108 1,359 52,000 SH SOLE 0 0 52,000
ALPHABET CLASS A COM 02079K305 5,912 33,549 SH SOLE 0 0 33,549
ALPHABET CLASS C COM 02079K107 1,224 6,900 SH SOLE 0 0 6,900
ALTRIA GROUP INC COM 02209S103 5,235 89,286 SH SOLE 0 0 89,286
AMAZON.COM COM 023135106 15,480 70,560 SH SOLE 0 0 70,560
AMERICAN EXPRESS COM 025816109 7,037 22,060 SH SOLE 0 0 22,060
AMERICAN TOWER COM 03027X100 11,044 49,967 SH SOLE 0 0 49,967
AMGEN INC COM 031162100 726 2,600 SH SOLE 0 0 2,600
AON PLC COM G0403H108 357 1,000 SH SOLE 0 0 1,000
APPLE COMPUTER COM 037833100 67,741 330,171 SH SOLE 0 0 330,171
APPLIED MATERIALS COM 038222105 50,134 273,851 SH SOLE 0 0 273,851
ASML HOLDINGS NV COM N07059210 337 420 SH SOLE 0 0 420
AVALONBAY COM 053484101 689 3,385 SH SOLE 0 0 3,385
BANK OF AMERICA COM 060505104 20,016 423,000 SH SOLE 0 0 423,000
BERKSHIRE HATH. COM 084670207 373 767 SH SOLE 0 0 767
BLACKSTONE COM 09253u108 17,015 113,750 SH SOLE 0 0 113,750
BOEING COM 097023105 9,430 45,007 SH SOLE 0 0 45,007
BOOKING HLDG COM 09857L108 289 50 SH SOLE 0 0 50
BOSTON SCIENTIFIC COM 101137107 4,108 38,250 SH SOLE 0 0 38,250
BRISTOL-MYERS COM 110122108 4,981 107,610 SH SOLE 0 0 107,610
BROADCOM LTD COM Y09827109 73,221 265,630 SH SOLE 0 0 265,630
CALIDI BIOTHERAPEUTIC COM 320703309 2 10,000 SH SOLE 0 0 10,000
CAMDEN PROPERTY COM 133131102 722 6,409 SH SOLE 0 0 6,409
CATERPILLAR COM 149123101 25,973 66,904 SH SOLE 0 0 66,904
CHARLES SCHWAB COM 808513105 10,677 117,018 SH SOLE 0 0 117,018
CHEVRON CORP COM 166764100 8,018 55,996 SH SOLE 0 0 55,996
CIGNA CORP COM 125523100 661 2,000 SH SOLE 0 0 2,000
CLEAN ENRGY FUEL COM 184499101 75 38,500 SH SOLE 0 0 38,500
CLOROX COMPANY COM 189054109 720 6,000 SH SOLE 0 0 6,000
COINBASE GLB COM 19260Q107 228 650 SH SOLE 0 0 650
COMCAST CL A COM 20030N101 4,761 133,400 SH SOLE 0 0 133,400
CONSTELLATION COM 21036P108 6,440 39,589 SH SOLE 0 0 39,589
COSTCO WHOLESALE COM 22160K105 5,354 5,408 SH SOLE 0 0 5,408
CROWDSTRIKE HLDGS COM 22788C105 549 1,078 SH SOLE 0 0 1,078
CROWN CASTLE INT'L COM 22822V101 851 8,282 SH SOLE 0 0 8,082
DELL INC COM 24702R101 5,335 43,515 SH SOLE 0 0 43,515
DIGITAL REALTY TR COM 253868103 9,369 53,740 SH SOLE 0 0 53,740
DISNEY, WALT CO COM 254687106 7,204 58,090 SH SOLE 0 0 58,090
ELEMENT SOL COM 28618M106 204 9,000 SH SOLE 0 0 9,000
ENTERPRISE PRODS COM 293792107 1,082 34,900 SH SOLE 0 0 34,900
EXXON MOBIL CORP COM 30231G102 2,242 20,800 SH SOLE 0 0 20,800
FATE THERAPEUTICS COM 31189P102 20 18,000 SH SOLE 0 0 18,000
FRANKLIN RES COM 354613101 354 14,835 SH SOLE 0 0 14,835
GAP INC COM 364760108 580 26,600 SH SOLE 0 0 26,600
GENERAL DYNAMICS COM 369550108 3,106 10,650 SH SOLE 0 0 10,650
HEWLETT-PACKARD COM 42824C109 524 25,600 SH SOLE 0 0 25,600
HOME DEPOT INC COM 437076102 13,320 36,330 SH SOLE 0 0 36,330
HONEYWELL INTL COM 438516106 13,425 57,648 SH SOLE 0 0 57,648
HP INC. COM 428236103 626 25,600 SH SOLE 0 0 25,600
IBM CORPORATION COM 459200101 16,940 57,468 SH SOLE 0 0 57,468
JOHN. & JOHN. COM 478160104 8,879 58,125 SH SOLE 0 0 58,125
JP MORGAN CHASE COM 46625H100 30,253 104,353 SH SOLE 0 0 104,103
LAM RESEARCH CORP COM 512807108 370 3,800 SH SOLE 0 0 3,800
LENDINGCLUB CORP COM 52603A208 282 23,400 SH SOLE 0 0 23,400
LILLY, ELI & CO COM 532457108 62,305 79,927 SH SOLE 0 0 79,927
LOCKHEED MARTIN COM 539830109 11,920 25,737 SH SOLE 0 0 25,737
MARRIOTT INTL COM 571903202 13,660 50,000 SH SOLE 0 0 50,000
MARVELL TECHNOLOGY COM 573874104 2,274 29,375 SH SOLE 0 0 29,375
MERCK & CO INC COM 589331107 8,266 104,417 SH SOLE 0 0 104,167
META PLATFORMS COM 30303M102 1,174 1,590 SH SOLE 0 0 1,590
MICROSOFT CORP COM 594918104 79,408 159,643 SH SOLE 0 0 159,268
MONDELEZ INTL COM 609207105 236 3,500 SH SOLE 0 0 3,500
MORGAN STANLEY COM 617446448 16,910 120,050 SH SOLE 0 0 120,050
NOVO-NORISK A/S ADR COM 670100205 315 4,570 SH SOLE 0 0 4,570
NVIDIA CORP COM 67066G104 261,173 1,653,100 SH SOLE 0 0 1,653,100
ONEOK INC COM 682680103 408 5,000 SH SOLE 0 0 5,000
ORACLE CORP COM 68389X105 20,911 95,645 SH SOLE 0 0 95,645
PALO ALTO NETWORKS COM 697435105 1,714 8,375 SH SOLE 0 0 8,375
PEPSICO INC COM 713448108 4,932 37,350 SH SOLE 0 0 37,350
PFIZER INC COM 717081103 837 34,531 SH SOLE 0 0 34,531
PROCTER & GAMBLE COM 742718109 16,633 104,400 SH SOLE 0 0 104,400
PROLOGIS COM 74340W103 26,919 256,075 SH SOLE 0 0 256,075
RAYTHEON COM 75513E101 1,079 7,390 SH SOLE 0 0 7,390
RIO TINTO COM 767204100 11,256 192,969 SH SOLE 0 0 192,769
ROYAL CARIBBEAN COM V7780T103 1,433 4,575 SH SOLE 0 0 4,575
SALESFORCE.COM COM 79466L302 9,166 33,614 SH SOLE 0 0 33,614
SERVICENOW, INC COM 81762P102 10,851 10,555 SH SOLE 0 0 10,555
SHOPIFY INC COM 82509L107 5,301 45,955 SH SOLE 0 0 45,955
SIMON PPTY GRP INC COM 828806109 3,343 20,798 SH SOLE 0 0 20,598
SNOWFLAKE CLASS A COM 833445109 9,723 43,450 SH SOLE 0 0 43,450
SONY CORP COM 835699307 361 13,875 SH SOLE 0 0 13,875
STARWOOD PROP COM 85571B105 1,921 95,700 SH SOLE 0 0 95,700
TESLA MOTORS COM 88160R101 1,231 3,875 SH SOLE 0 0 3,875
UBER TECHNOLOGIES COM 90353T100 10,314 110,550 SH SOLE 0 0 110,550
UNION PACIFIC COM 907818108 11,500 49,983 SH SOLE 0 0 49,983
UNITEDHEALTH GROUP COM 91324P102 473 1,517 SH SOLE 0 0 1,517
VENTAS INC. COM 92276F100 379 6,000 SH SOLE 0 0 6,000
VERIZON COMM COM 92343V104 552 12,747 SH SOLE 0 0 12,597
VERTIV HOLDINGS COM 92537N108 6,605 51,435 SH SOLE 0 0 51,435
VISA INC CL A COM 92826c839 35,138 98,967 SH SOLE 0 0 98,967
VISTRA CORP COM 92840M102 2,756 14,220 SH SOLE 0 0 14,220
VULCAN MATERIALS COM 929160109 11,672 44,752 SH SOLE 0 0 44,752
WAL-MART STORES COM 931142103 9,946 101,722 SH SOLE 0 0 101,722
WELLS FARGO & CO COM 949746101 14,852 185,369 SH SOLE 0 0 185,169
WESTERN MIDSTREAM COM 958254104 1,161 30,000 SH SOLE 0 0 30,000
WORKDAY INC COM 98138H101 3,158 13,160 SH SOLE 0 0 13,160
WYNN RESORTS LTD COM 983134107 303 3,240 SH SOLE 0 0 3,240
FIDELITY BLUE CHIP COM 316389303 231 975 SH SOLE 0 0 975
SCHWAB TTL STCK COM 808509756 316 3,017 SH SOLE 0 0 3,017
VANGUARD 500 INDEX COM 922908710 547 955 SH SOLE 0 0 955
VANGUARD WELL FUND COM 921935102 221 4,877 SH SOLE 0 0 4,877
VANGUARD WELLINGTON COM 921935201 260 3,326 SH SOLE 0 0 3,326
AMPLIFY CYBERSECURITY COM 032108664 526 6,085 SH SOLE 0 0 6,085
BIOTECHNOLOGY COM 464287556 301 2,379 SH SOLE 0 0 2,379
COMM SERVICES COM 81369Y852 602 5,551 SH SOLE 0 0 5,551
CONSUMER DISCR COM 81369Y407 1,213 5,580 SH SOLE 0 0 5,580
EXPANDED TECH COM 464287549 410 3,650 SH SOLE 0 0 3,650
FINANCIAL COM 81369y605 448 8,550 SH SOLE 0 0 8,550
GLOBAL X AI & TECH COM 37954Y632 1,035 23,683 SH SOLE 0 0 23,683
HEALTH CARE COM 81369Y209 2,387 17,713 SH SOLE 0 0 17,713
INDUSTRIALS COM 81369Y704 3,304 22,394 SH SOLE 0 0 22,394
INVESCO NASDAQ COM 46138G649 240 1,058 SH SOLE 0 0 1,058
INVESCO QQQ COM 46090E103 6,259 11,346 SH SOLE 0 0 11,346
ISHARES RUSSELL 1000 VAL COM 464287598 234 1,204 SH SOLE 0 0 1,204
ISHARES RUSSELL 2000 COM 464287655 1,323 6,132 SH SOLE 0 0 6,132
MATERIALS COM 81369Y100 662 7,538 SH SOLE 0 0 7,538
NVN CA DIV ADV MUNI COM 67066Y105 168 15,000 SH SOLE 0 0 15,000
SELECT DIVIDEND COM 464287168 421 3,167 SH SOLE 0 0 3,167
SPDR DOW JONES IND COM 78467X109 520 1,180 SH SOLE 0 0 1,180
SPDR S P MIDCAP COM 78467Y107 229 404 SH SOLE 0 0 404
SPDR S&P REGIONAL COM 78464A698 312 5,250 SH SOLE 0 0 5,250
TECHNOLOGY COM 81369Y803 7,269 28,703 SH SOLE 0 0 28,703
VANGUARD S&P 500 COM 922908363 220 387 SH SOLE 0 0 387
VIRTUS TERRANOVA COM 92790A504 485 11,855 SH SOLE 0 0 11,855