0001908165-23-000001.txt : 20230214
0001908165-23-000001.hdr.sgml : 20230214
20230214120003
ACCESSION NUMBER: 0001908165-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23625164
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
X0202
13F-HR
LIVE
false
false
false
0001908165
XXXXXXXX
12-31-2022
12-31-2022
Sovereign Investment Advisors, LLC
3930 E RAY ROAD
SUITE 170
PHOENIX
AZ
85044
13F HOLDINGS REPORT
028-21636
000149040
801-80942
N
April Lamb
Director of Operations
480-385-2840
April Lamb
Phoenix
AZ
02-14-2023
0
32
238329992
false
INFORMATION TABLE
2
sia13fq42022.xml
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
33934802
715924
SH
SOLE
0
0
715924
ISHARES TR
MSCI USA MIN VOL
46429B697
27521189
381709
SH
SOLE
0
0
381709
ISHARES TR
CORE S&P500 ETF
464287200
26934548
70104
SH
SOLE
0
0
70104
ISHARES TR
CORE MSCI EAFE
46432F842
13842338
224567
SH
SOLE
0
0
224567
MPLX LP
COM UNIT REP LTD
55336V100
12280682
373955
SH
SOLE
0
0
373955
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
11286215
157102
SH
SOLE
0
0
157102
ENTERPRISE PRODS PARTNERS L
COM
293792107
8017054
332382
SH
SOLE
0
0
332382
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
8001704
87479
SH
SOLE
0
0
87479
WESTERN MIDSTREAM PARTNERS L
COM UNIT LP INT
958669103
7369761
274479
SH
SOLE
0
0
274479
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
7320236
160814
SH
SOLE
0
0
160814
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
7215328
143703
SH
SOLE
0
0
143703
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
6891690
92730
SH
SOLE
0
0
92730
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
6296614
32934
SH
SOLE
0
0
32934
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
6220229
528931
SH
SOLE
0
0
528931
ISHARES TR
CORE US AGGBD ET
464287226
6027412
62145
SH
SOLE
0
0
62145
LEGG MASON ETF INVT
FRANKLIN US LOW
52468L406
5175146
136045
SH
SOLE
0
0
136045
ISHARES TR
TRS FLT RT BD
46434V860
4999966
99186
SH
SOLE
0
0
99186
ISHARES TR
SHORT TREAS BD
464288679
4986741
45367
SH
SOLE
0
0
45367
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
4890089
76527
SH
SOLE
0
0
76527
PHILLIPS 66
COM
718546104
4384786
42129
SH
SOLE
0
0
42129
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
4031685
81845
SH
SOLE
0
0
81845
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
3619414
40216
SH
SOLE
0
0
40216
DCP MIDSTREAM LP
COM UT LTD PTN
23311P100
3473024
89534
SH
SOLE
0
0
89534
ISHARES INC
CORE MSCI EMKT
46434G103
3105661
66502
SH
SOLE
0
0
66502
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3027701
58540
SH
SOLE
0
0
58540
TC ENERGY CORP
COM
87807B107
2201513
55254
SH
SOLE
0
0
55254
NUSTAR ENERGY LP
UNIT COM
67058H102
1740880
108805
SH
SOLE
0
0
108805
ISHARES TR
S&P SML 600 GWT
464287887
1220140
11290
SH
SOLE
0
0
11290
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1016191
26070
SH
SOLE
0
0
26070
ISHARES TR
IBOXX HI YD ETF
464288513
670145
9102
SH
SOLE
0
0
9102
ISHARES TR
MSCI EAFE MIN VL
46429B689
345293
5430
SH
SOLE
0
0
5430
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
281815
4874
SH
SOLE
0
0
4874