0001908165-22-000013.txt : 20220207 0001908165-22-000013.hdr.sgml : 20220207 20220207165322 ACCESSION NUMBER: 0001908165-22-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sovereign Investment Advisors, LLC CENTRAL INDEX KEY: 0001908165 IRS NUMBER: 263644360 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21636 FILM NUMBER: 22598266 BUSINESS ADDRESS: STREET 1: 3930 E RAY ROAD STREET 2: SUITE 170 CITY: PHOENIX STATE: AZ ZIP: 85044 BUSINESS PHONE: 480-385-2850 MAIL ADDRESS: STREET 1: 3930 E RAY ROAD STREET 2: SUITE 170 CITY: PHOENIX STATE: AZ ZIP: 85044 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908165 XXXXXXXX 09-30-2020 09-30-2020 Sovereign Investment Advisors, LLC

3930 E RAY ROAD SUITE 170 PHOENIX AZ 85044

13F HOLDINGS REPORT 028-21636 N April Lamb 480-385-2840 April Lamb Phoenix AZ 02-07-2022 0 31 255394 false INFORMATION TABLE 2 sia13fq32020.xml DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1000 89534 SH SOLE 0 0 89534 ENTERPRISE PRODS PARTNERS L COM 293792107 5248 332382 SH SOLE 0 0 332382 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 6826 127248 SH SOLE 0 0 127248 ISHARES TR CORE MSCI EAFE 46432F842 13628 226077 SH SOLE 0 0 226077 ISHARES INC CORE MSCI EMKT 46434G103 3399 64384 SH SOLE 0 0 64384 ISHARES TR CORE S&P500 ETF 464287200 40483 120463 SH SOLE 0 0 120463 ISHARES TR CORE S&P MCP ETF 464287507 13160 71015 SH SOLE 0 0 71015 ISHARES TR CORE S&P SCP ETF 464287804 276 3933 SH SOLE 0 0 3933 ISHARES TR CORE US AGGBD ET 464287226 7389 62585 SH SOLE 0 0 62585 ISHARES TR MSCI USA MIN VOL 46429B697 34738 545081 SH SOLE 0 0 545081 ISHARES TR IBOXX HI YD ETF 464288513 734 8752 SH SOLE 0 0 8752 ISHARES TR JPMORGAN USD EMG 464288281 1323 11933 SH SOLE 0 0 11933 ISHARES TR MSCI EAFE MIN VL 46429B689 3827 56178 SH SOLE 0 0 56178 ISHARES TR S&P SML 600 GWT 464287887 5980 33893 SH SOLE 0 0 33893 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 49181 975999 SH SOLE 0 0 975999 LEGG MASON ETF INVT TR L VOL H DIV ETF 52468L406 3767 127189 SH SOLE 0 0 127189 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4915 143703 SH SOLE 0 0 143703 MPLX LP COM UNIT REP LTD 55336V100 5886 373955 SH SOLE 0 0 373955 NUSTAR ENERGY LP UNIT COM 67058H102 1156 108805 SH SOLE 0 0 108805 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1941 84259 SH SOLE 0 0 84259 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 3163 528931 SH SOLE 0 0 528931 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1292 136581 SH SOLE 0 0 136581 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3732 35795 SH SOLE 0 0 35795 TC PIPELINES LP UT COM LTD PRT 87233Q108 2019 78936 SH SOLE 0 0 78936 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1049 24261 SH SOLE 0 0 24261 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8180 87502 SH SOLE 0 0 87502 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 8411 154984 SH SOLE 0 0 154984 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 13249 150184 SH SOLE 0 0 150184 VANGUARD STAR FDS VG TL INTL STK F 921909768 2073 39737 SH SOLE 0 0 39737 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5173 30375 SH SOLE 0 0 30375 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 2196 274479 SH SOLE 0 0 274479