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CIK 0001957886 • 6 13F filings • May 13, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $220K | 0.0% | 704 SH | New |
| ALPHABET INC | CAP STK CL C | $246K | 0.0% | 784 SH | New |
| AMAZON COM INC | COM | $222K | 0.0% | 960 SH | New |
| APPLE INC | COM | $1.8M | 0.1% | 6,466 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.1% | 3,278 SH | New |
| BLACKROCK ETF TRUST | I Shares | $894K | 0.1% | 4,934 SH | New |
| COHERENT CORP | COM | $207K | 0.0% | 1,121 SH | New |
| CONOCOPHILLIPS | COM | $511K | 0.0% | 5,459 SH | New |
| DBX ETF TR | XTRACK USD HIGH | $19.5M | 1.6% | 529,159 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $465K | 0.0% | 28,213 SH | New |
| EXXON MOBIL CORP | COM | $4.4M | 0.4% | 36,842 SH | New |
| FORD MTR CO DEL | COM | $262K | 0.0% | 19,973 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 0.1% | 3,750 SH | New |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $683K | 0.1% | 10,267 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.1% | 5,980 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.2M | 0.3% | 6,757 SH | New |
| ISHARES INC | CORE MSCI EMKT | $92.9M | 7.5% | 1,382,686 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $347K | 0.0% | 3,453 SH | New |
| ISHARES TR | CORE INTL AGGR | $434K | 0.0% | 8,672 SH | New |
| ISHARES TR | CORE MSCI EAFE | $186.4M | 15.0% | 2,083,353 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $1.7M | 0.1% | 14,098 SH | New |
| ISHARES TR | CORE S&P TTL STK | $897K | 0.1% | 6,036 SH | New |
| ISHARES TR | CORE S&P500 ETF | $3.0M | 0.2% | 4,395 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $28.1M | 2.3% | 291,358 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $45.3M | 3.7% | 422,852 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $536K | 0.0% | 2,177 SH | New |
| JOHNSON & JOHNSON | COM | $333K | 0.0% | 1,611 SH | New |
| MCDONALDS CORP | COM | $307K | 0.0% | 1,003 SH | New |
| MERCK & CO INC | COM | $213K | 0.0% | 2,023 SH | New |
| MICROSOFT CORP | COM | $366K | 0.0% | 757 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 0.1% | 7,344 SH | New |
| OGE ENERGY CORP | COM | $578K | 0.0% | 13,531 SH | New |
| ONEOK INC NEW | COM | $882K | 0.1% | 12,005 SH | New |
| PHILLIPS 66 | COM | $863K | 0.1% | 6,687 SH | New |
| ROCKWELL AUTOMATION INC | COM | $213K | 0.0% | 548 SH | New |
| ROYAL CARIBBEAN GROUP | COM | $223K | 0.0% | 800 SH | New |
| RTX CORPORATION | COM | $266K | 0.0% | 1,452 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.6M | 0.4% | 155,871 SH | New |
| SHELL PLC | SPON ADS | $216K | 0.0% | 2,943 SH | New |
| SIMMONS 1ST NATL CORP | CL A $1 PAR | $283K | 0.0% | 15,000 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $279K | 0.0% | 6,286 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.1% | 2,477 SH | New |
| SPDR SER TR | NUVEEN BLOOMBERG | $217K | 0.0% | 8,718 SH | New |
| SPDR SER TR | S&P DIVID ETF | $2.2M | 0.2% | 15,460 SH | New |
| TESLA INC | COM | $1.1M | 0.1% | 2,449 SH | New |
| TEXAS INSTRS INC | COM | $575K | 0.0% | 3,317 SH | New |
| THOMSON REUTERS CORP. | COM | $207K | 0.0% | 1,573 SH | New |
| UNITED THERAPEUTICS CORP DEL | COM | $292K | 0.0% | 600 SH | New |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $7.4M | 0.6% | 144,805 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $133.7M | 10.8% | 1,716,738 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $48.1M | 3.9% | 995,929 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $257.0M | 20.7% | 526,861 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $83.4M | 6.7% | 393,715 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $18.9M | 1.5% | 62,479 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $647K | 0.1% | 1,929 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $262.8M | 21.2% | 1,375,849 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.1% | 26,399 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.6M | 0.5% | 111,552 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.1% | 16,034 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.0M | 0.2% | 26,193 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 0.2% | 41,663 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $354K | 0.0% | 469 SH | New |
| WALMART INC | COM | $887K | 0.1% | 7,961 SH | New |
| WILLIAMS COS INC | COM | $298K | 0.0% | 4,964 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $208K | 0.0% | 2,321 SH | New |
| 13F-HR |
| 0001957886-26-000007 |
| $1.40B |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001957886-25-000004 | $1.11B | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001957886-26-000006 | $1.24B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001957886-25-000003 | $987.7M | View |