0001908165-22-000018.txt : 20220207 0001908165-22-000018.hdr.sgml : 20220207 20220207165814 ACCESSION NUMBER: 0001908165-22-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 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: 22598314 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 12-31-2021 12-31-2021 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 29 256710 false INFORMATION TABLE 2 sia13fq42021.xml DCP MIDSTREAM LP COM UT LTD PTN 23311P100 2460 89534 SH SOLE 0 0 89534 ENTERPRISE PRODS PARTNERS L COM 293792107 7299 332382 SH SOLE 0 0 332382 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5177 75426 SH SOLE 0 0 75426 ISHARES TR CORE MSCI EAFE 46432F842 16272 218010 SH SOLE 0 0 218010 ISHARES INC CORE MSCI EMKT 46434G103 3877 64768 SH SOLE 0 0 64768 ISHARES TR CORE S&P500 ETF 464287200 55468 116288 SH SOLE 0 0 116288 ISHARES TR CORE US AGGBD ET 464287226 6930 60748 SH SOLE 0 0 60748 ISHARES TR MSCI USA MIN VOL 46429B697 30446 376343 SH SOLE 0 0 376343 ISHARES TR IBOXX HI YD ETF 464288513 777 8931 SH SOLE 0 0 8931 ISHARES TR MSCI EAFE MIN VL 46429B689 417 5430 SH SOLE 0 0 5430 ISHARES TR S&P SML 600 GWT 464287887 1550 11169 SH SOLE 0 0 11169 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 36058 727714 SH SOLE 0 0 727714 LEGG MASON ETF INVT TR L VOL H DIV ETF 52468L406 5281 131902 SH SOLE 0 0 131902 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 6674 143703 SH SOLE 0 0 143703 MPLX LP COM UNIT REP LTD 55336V100 11065 373955 SH SOLE 0 0 373955 NUSTAR ENERGY LP UNIT COM 67058H102 1728 108805 SH SOLE 0 0 108805 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 3039 84259 SH SOLE 0 0 84259 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4940 528931 SH SOLE 0 0 528931 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1573 136581 SH SOLE 0 0 136581 SPDR SER TR BLOOMBERG HIGH Y 78468R622 4122 37964 SH SOLE 0 0 37964 TC ENERGY CORP COM 87807B107 2574 55254 SH SOLE 0 0 55254 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1238 25039 SH SOLE 0 0 25039 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7971 90975 SH SOLE 0 0 90975 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 8317 157409 SH SOLE 0 0 157409 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 296 4874 SH SOLE 0 0 4874 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 13042 153883 SH SOLE 0 0 153883 VANGUARD STAR FDS VG TL INTL STK F 921909768 3639 57241 SH SOLE 0 0 57241 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8367 34656 SH SOLE 0 0 34656 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 6113 274479 SH SOLE 0 0 274479