Sovereign Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Phoenix, AZ
CIK
0001908165
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 33 268,168 IVV, VNLA, USMV, JAAA 13F-HR 2/14/2024 000190816524000003
Q3 2023 36 255,044 VNLA, IVV, USMV, IEFA 13F-HR 11/1/2023 000190816523000008
Q2 2023 40 264,680 VNLA, IVV, USMV, IEFA 13F-HR 7/19/2023 000190816523000005
Q1 2023 33 252,078 VNLA, IVV, USMV, IEFA 13F-HR 5/11/2023 000190816523000003
Q4 2022 32 238,329 VNLA, USMV, IVV, IEFA 13F-HR 2/14/2023 000190816523000001
Q3 2022 32 223,448 VNLA, USMV, IVV, IEFA 13F-HR 11/10/2022 000190816522000025
Q2 2022 32 230,816 VNLA, USMV, IVV, IEFA 13F-HR 8/4/2022 000190816522000023
Q1 2022 29 253,915 IVV, VNLA, USMV, IEFA 13F-HR 4/27/2022 000190816522000020
Q4 2021 29 256,710 IVV, VNLA, USMV, IEFA 13F-HR 2/7/2022 000190816522000018
Q3 2021 30 250,745 IVV, VNLA, USMV, IEFA 13F-HR 2/7/2022 000190816522000017
Q2 2021 30 264,761 IVV, VNLA, USMV, IEFA 13F-HR 2/7/2022 000190816522000016
Q1 2021 30 251,903 IVV, VNLA, USMV, IEFA 13F-HR 2/7/2022 000190816522000015
Q4 2020 30 246,728 VNLA, IVV, USMV, IEFA 13F-HR 2/7/2022 000190816522000014
Q3 2020 31 255,394 VNLA, IVV, USMV, IEFA 13F-HR 2/7/2022 000190816522000013
Q2 2020 21 220,213 VNLA, IVV, USMV, BND 13F-HR 2/7/2022 000190816522000012
Q1 2020 21 193,324 VNLA, USMV, IVV, BND 13F-HR 2/7/2022 000190816522000011
Q4 2019 21 220,322 VNLA, IVV, USMV, IEFA 13F-HR 2/7/2022 000190816522000010