The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 CO | COM | 88579Y101 | 267 | 1,532 | SH | SOLE | 0 | 0 | 1,532 | ||
AMAZON COM INC | COM | 023135106 | 342 | 105 | SH | SOLE | 0 | 0 | 105 | ||
APPLE INC | COM | 037833100 | 239 | 1,794 | SH | SOLE | 0 | 0 | 1,794 | ||
BK OF AMERICA CORP | COM | 060505104 | 211 | 7,000 | SH | SOLE | 0 | 0 | 7,000 | ||
CATERPILLAR INC | COM | 149123101 | 599 | 3,300 | SH | SOLE | 0 | 0 | 3,300 | ||
CHEVRON CORP NEW | COM | 166764100 | 605 | 7,170 | SH | SOLE | 0 | 0 | 7,170 | ||
CLOROX CO DEL | COM | 189054109 | 402 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
FAIR ISAAC CORP | COM | 303250104 | 193,561 | 378,870 | SH | SOLE | 0 | 0 | 378,870 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 302 | 3,514 | SH | SOLE | 0 | 0 | 3,514 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 347 | 3,618 | SH | SOLE | 0 | 0 | 3,618 | ||
NVIDIA CORPORATION | COM | 67066G104 | 281 | 540 | SH | SOLE | 0 | 0 | 540 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 446 | 4,911 | SH | SOLE | 0 | 0 | 4,911 | ||
SEMPRA ENERGY | COM | 816851109 | 207 | 1,636 | SH | SOLE | 0 | 0 | 1,636 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 401 | 1,075 | SH | SOLE | 0 | 0 | 1,075 | ||
TESLA INC | COM | 88160R101 | 283 | 398 | SH | SOLE | 0 | 0 | 398 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 299 | 9,647 | SH | SOLE | 0 | 0 | 9,647 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 302 | 1,196 | SH | SOLE | 0 | 0 | 1,196 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 738 | 3,803 | SH | SOLE | 0 | 0 | 3,803 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 232 | 2,504 | SH | SOLE | 0 | 0 | 2,504 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 407 | 6,755 | SH | SOLE | 0 | 0 | 6,755 | ||
WELLS FARGO CO NEW | COM | 949746101 | 1,143 | 38,040 | SH | SOLE | 0 | 0 | 38,040 | ||
WESTAMERICA BANCORPORATION | COM | 957090103 | 233 | 4,200 | SH | SOLE | 0 | 0 | 4,200 |