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
Director of Operations
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