| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JANUS DETROIT STR TR | 19 | Q2 2024 | 22.3% |
| ISHARES TR | 19 | Q2 2024 | 21.6% |
| ISHARES TR | 19 | Q2 2024 | 16.9% |
| ISHARES TR | 19 | Q2 2024 | 6.6% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 6.6% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 4.3% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 4.0% |
| ISHARES TR | 19 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 3.5% |
| INVESCO EXCH TRADED FD TR II | 19 | Q2 2024 | 4.4% |
View Sovereign Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
View Sovereign Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.