0001908165-22-000020.txt : 20220428 0001908165-22-000020.hdr.sgml : 20220428 20220427174224 ACCESSION NUMBER: 0001908165-22-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220428 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: 22861188 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 03-31-2022 03-31-2022 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 04-27-2022 0 29 253915 false INFORMATION TABLE 2 sia13fq12022.xml ISHARES TR CORE S&P500 ETF 464287200 52929 116663 SH SOLE 0 0 116663 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 35749 728391 SH SOLE 0 0 728391 ISHARES TR MSCI USA MIN VOL 46429B697 29279 377458 SH SOLE 0 0 377458 ISHARES TR CORE MSCI EAFE 46432F842 15176 218331 SH SOLE 0 0 218331 MPLX LP COM UNIT REP LTD 55336V100 12408 373955 SH SOLE 0 0 373955 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12273 154298 SH SOLE 0 0 154298 ENTERPRISE PRODS PARTNERS L COM 293792107 8579 332382 SH SOLE 0 0 332382 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 7905 157780 SH SOLE 0 0 157780 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7470 91209 SH SOLE 0 0 91209 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7410 32547 SH SOLE 0 0 32547 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7052 143703 SH SOLE 0 0 143703 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 6922 274479 SH SOLE 0 0 274479 ISHARES TR CORE US AGGBD ET 464287226 6525 60925 SH SOLE 0 0 60925 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 5691 528931 SH SOLE 0 0 528931 LEGG MASON ETF INVT TR L VOL H DIV ETF 52468L406 5276 132931 SH SOLE 0 0 132931 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5076 75659 SH SOLE 0 0 75659 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3921 38254 SH SOLE 0 0 38254 PHILLIPS 66 COM 718546104 3640 42129 SH SOLE 0 0 42129 ISHARES INC CORE MSCI EMKT 46434G103 3598 64768 SH SOLE 0 0 64768 VANGUARD STAR FDS VG TL INTL STK F 921909768 3424 57311 SH SOLE 0 0 57311 TC ENERGY CORP COM 87807B107 3120 55254 SH SOLE 0 0 55254 DCP MIDSTREAM LP COM UT LTD PTN 23311P100 3005 89534 SH SOLE 0 0 89534 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1942 136581 SH SOLE 0 0 136581 NUSTAR ENERGY LP UNIT COM 67058H102 1569 108805 SH SOLE 0 0 108805 ISHARES TR S&P SML 600 GWT 464287887 1400 11188 SH SOLE 0 0 11188 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1158 25112 SH SOLE 0 0 25112 ISHARES TR IBOXX HI YD ETF 464288513 737 8956 SH SOLE 0 0 8956 ISHARES TR MSCI EAFE MIN VL 46429B689 392 5430 SH SOLE 0 0 5430 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 289 4874 SH SOLE 0 0 4874