0001398344-21-003852.txt : 20210222
0001398344-21-003852.hdr.sgml : 20210222
20210219181213
ACCESSION NUMBER: 0001398344-21-003852
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210222
DATE AS OF CHANGE: 20210219
EFFECTIVENESS DATE: 20210222
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Echo Wealth Management, LLC
CENTRAL INDEX KEY: 0001846994
IRS NUMBER: 472753114
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21057
FILM NUMBER: 21657597
BUSINESS ADDRESS:
STREET 1: 3033 CAMPUS DRIVE
STREET 2: SUITE N145
CITY: PLYMOUTH
STATE: MN
ZIP: 55441
BUSINESS PHONE: 763-432-7875
MAIL ADDRESS:
STREET 1: 3033 CAMPUS DRIVE
STREET 2: SUITE N145
CITY: PLYMOUTH
STATE: MN
ZIP: 55441
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001846994
XXXXXXXX
12-31-2020
12-31-2020
false
Echo Wealth Management, LLC
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN
55441
13F HOLDINGS REPORT
028-21057
N
Fang Echo Huang
President
763-432-7875
/s/ Fang Echo Huang
Plymouth
MN
02-19-2021
0
53
76465
INFORMATION TABLE
2
fp0062547_13fhr.xml
ISHARES TR
CORE S&P MCP ETF
464287507
600
2611
SH
SOLE
0
0
2611
ISHARES TR
S&P 500 GRWT ETF
464287309
208
3260
SH
SOLE
0
0
3260
ISHARES TR
RUS 1000 VAL ETF
464287598
1198
8765
SH
SOLE
0
0
8765
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
232
552
SH
SOLE
0
0
552
SPDR S&P 500 ETF TR
TR UNIT
78462F103
301
805
SH
SOLE
0
0
805
AMAZON COM INC
COM
023135106
1690
519
SH
SOLE
0
0
519
INVESCO QQQ TR
UNIT SER 1
46090E103
532
1696
SH
SOLE
0
0
1696
MICROSOFT CORP
COM
594918104
216
972
SH
SOLE
0
0
972
SPDR SER TR
PRTFLO S&P500 GW
78464A409
3356
60690
SH
SOLE
0
0
60690
3M CO
COM
88579Y101
382
2183
SH
SOLE
0
0
2183
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1304
6702
SH
SOLE
0
0
6702
APPLE INC
COM
037833100
3586
27027
SH
SOLE
0
0
27027
ECOLAB INC
COM
278865100
456
2106
SH
SOLE
0
0
2106
GENERAL MLS INC
COM
370334104
464
7886
SH
SOLE
0
0
7886
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
362
7223
SH
SOLE
0
0
7223
VANGUARD INDEX FDS
MID CAP ETF
922908629
3184
15401
SH
SOLE
0
0
15401
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3028
15553
SH
SOLE
0
0
15553
VANGUARD INDEX FDS
GROWTH ETF
922908736
298
1176
SH
SOLE
0
0
1176
BAIDU INC
SPON ADR REP A
056752108
251
1161
SH
SOLE
0
0
1161
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
252
941
SH
SOLE
0
0
941
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
2641
19828
SH
SOLE
0
0
19828
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
229
3809
SH
SOLE
0
0
3809
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
9543
102775
SH
SOLE
0
0
102775
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3025
71753
SH
SOLE
0
0
71753
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4366
92474
SH
SOLE
0
0
92474
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1691
8298
SH
SOLE
0
0
8298
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1034
22903
SH
SOLE
0
0
22903
SPDR SER TR
PORTFOLIO S&P500
78464A854
874
19887
SH
SOLE
0
0
19887
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
535
15843
SH
SOLE
0
0
15843
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
570
18526
SH
SOLE
0
0
18526
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
202
2428
SH
SOLE
0
0
2428
SPDR SER TR
PORTFOLIO SHORT
78464A474
1535
48896
SH
SOLE
0
0
48896
TESLA INC
COM
88160R101
3118
4419
SH
SOLE
0
0
4419
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
350
2212
SH
SOLE
0
0
2212
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
290
4252
SH
SOLE
0
0
4252
FACEBOOK INC
CL A
30303M102
631
2310
SH
SOLE
0
0
2310
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
439
1302
SH
SOLE
0
0
1302
PROSHARES TR
S&P 500 DV ARIST
74348A467
397
4970
SH
SOLE
0
0
4970
SPDR SER TR
PORTFOLIO S&P600
78468R853
231
6457
SH
SOLE
0
0
6457
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1183
20858
SH
SOLE
0
0
20858
ISHARES TR
CORE DIV GRWTH
46434V621
7166
159877
SH
SOLE
0
0
159877
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1260
5413
SH
SOLE
0
0
5413
ARK ETF TR
NEXT GNRTN INTER
00214Q401
736
5031
SH
SOLE
0
0
5031
WISDOMTREE TR
EM EX ST-OWNED
97717X578
327
8248
SH
SOLE
0
0
8248
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
212
8491
SH
SOLE
0
0
8491
WISDOMTREE TR
YIELD ENHANCD US
97717X511
8340
155345
SH
SOLE
0
0
155345
SPDR SER TR
MSCI USA STRTGIC
78468R812
881
8432
SH
SOLE
0
0
8432
DBX ETF TR
XTRACK RUSS 1000
233051481
342
8833
SH
SOLE
0
0
8833
FIRST TR EXCHNG TRADED FD VI
US EQT DEEP DUFR
33740F771
642
19829
SH
SOLE
0
0
19829
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US BUF
33740F748
1083
31408
SH
SOLE
0
0
31408
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F714
246
7595
SH
SOLE
0
0
7595
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F722
437
12820
SH
SOLE
0
0
12820
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
9
300
SH
Call
SOLE
0
0
300