0001908165-22-000014.txt : 20220207 0001908165-22-000014.hdr.sgml : 20220207 20220207165412 ACCESSION NUMBER: 0001908165-22-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 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: 22598273 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 12-31-2020 12-31-2020 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 30 246728 false INFORMATION TABLE 2 sia13fq42020.xml DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1658 89534 SH SOLE 0 0 89534 ENTERPRISE PRODS PARTNERS L COM 293792107 6511 332382 SH SOLE 0 0 332382 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5127 91171 SH SOLE 0 0 91171 ISHARES TR CORE MSCI EAFE 46432F842 15752 227989 SH SOLE 0 0 227989 ISHARES INC CORE MSCI EMKT 46434G103 4041 65132 SH SOLE 0 0 65132 ISHARES TR CORE S&P500 ETF 464287200 45410 120968 SH SOLE 0 0 120968 ISHARES TR CORE S&P MCP ETF 464287507 746 3248 SH SOLE 0 0 3248 ISHARES TR CORE US AGGBD ET 464287226 7440 62948 SH SOLE 0 0 62948 ISHARES TR MSCI USA MIN VOL 46429B697 26736 393877 SH SOLE 0 0 393877 ISHARES TR IBOXX HI YD ETF 464288513 769 8803 SH SOLE 0 0 8803 ISHARES TR JPMORGAN USD EMG 464288281 1401 12088 SH SOLE 0 0 12088 ISHARES TR MSCI EAFE MIN VL 46429B689 3083 41992 SH SOLE 0 0 41992 ISHARES TR S&P SML 600 GWT 464287887 1478 12945 SH SOLE 0 0 12945 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 49030 971472 SH SOLE 0 0 971472 LEGG MASON ETF INVT TR L VOL H DIV ETF 52468L406 4162 128334 SH SOLE 0 0 128334 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 6099 143703 SH SOLE 0 0 143703 MPLX LP COM UNIT REP LTD 55336V100 8096 373955 SH SOLE 0 0 373955 NUSTAR ENERGY LP UNIT COM 67058H102 1568 108805 SH SOLE 0 0 108805 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 2225 84259 SH SOLE 0 0 84259 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4358 528931 SH SOLE 0 0 528931 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1377 136581 SH SOLE 0 0 136581 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3964 36388 SH SOLE 0 0 36388 TC PIPELINES LP UT COM LTD PRT 87233Q108 2325 78936 SH SOLE 0 0 78936 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1223 24410 SH SOLE 0 0 24410 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8216 88492 SH SOLE 0 0 88492 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 8430 155907 SH SOLE 0 0 155907 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 13337 151225 SH SOLE 0 0 151225 VANGUARD STAR FDS VG TL INTL STK F 921909768 2414 40129 SH SOLE 0 0 40129 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5959 30617 SH SOLE 0 0 30617 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 3793 274479 SH SOLE 0 0 274479