0001398344-21-007783.txt : 20210407 0001398344-21-007783.hdr.sgml : 20210407 20210407163323 ACCESSION NUMBER: 0001398344-21-007783 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210407 DATE AS OF CHANGE: 20210407 EFFECTIVENESS DATE: 20210407 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: 21812518 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 03-31-2021 03-31-2021 false Echo Wealth Management, LLC

3033 CAMPUS DRIVE SUITE N145 PLYMOUTH MN 55441

13F HOLDINGS REPORT 028-21057 N Fang Echo Huang 763-432-7875 /s/ Fang Echo Huang Plymouth MN 04-06-2021 0 57 79419 INFORMATION TABLE 2 fp0063996_13fhr.xml FP0063996_13FHR.XML ISHARES TR CORE S&P MCP ETF 464287507 586 2252 SH SOLE 0 0 2252 ISHARES TR S&P 500 GRWT ETF 464287309 212 3260 SH SOLE 0 0 3260 ISHARES TR RUS 1000 VAL ETF 464287598 1091 7197 SH SOLE 0 0 7197 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 263 552 SH SOLE 0 0 552 SPDR S&P 500 ETF TR TR UNIT 78462F103 293 740 SH SOLE 0 0 740 AMAZON COM INC COM 023135106 1498 484 SH SOLE 0 0 484 INVESCO QQQ TR UNIT SER 1 46090E103 541 1696 SH SOLE 0 0 1696 MICROSOFT CORP COM 594918104 206 872 SH SOLE 0 0 872 SPDR SER TR PRTFLO S&P500 GW 78464A409 3216 57019 SH SOLE 0 0 57019 SPDR SER TR PORTFOLI S&P1500 78464A805 501 10177 SH SOLE 0 0 10177 3M CO COM 88579Y101 371 1923 SH SOLE 0 0 1923 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1364 6599 SH SOLE 0 0 6599 APPLE INC COM 037833100 2920 23907 SH SOLE 0 0 23907 ECOLAB INC COM 278865100 444 2076 SH SOLE 0 0 2076 GENERAL MLS INC COM 370334104 484 7886 SH SOLE 0 0 7886 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 373 7168 SH SOLE 0 0 7168 ALPHABET INC CAP STK CL A 02079K305 219 106 SH SOLE 0 0 106 VANGUARD INDEX FDS MID CAP ETF 922908629 3773 17047 SH SOLE 0 0 17047 VANGUARD INDEX FDS SMALL CP ETF 922908751 3923 18326 SH SOLE 0 0 18326 VANGUARD INDEX FDS GROWTH ETF 922908736 268 1042 SH SOLE 0 0 1042 BAIDU INC SPON ADR REP A 056752108 255 1171 SH SOLE 0 0 1171 VANGUARD INDEX FDS SML CP GRW ETF 922908595 258 941 SH SOLE 0 0 941 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2193 14457 SH SOLE 0 0 14457 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 236 3739 SH SOLE 0 0 3739 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7789 87788 SH SOLE 0 0 87788 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3209 73299 SH SOLE 0 0 73299 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4990 101611 SH SOLE 0 0 101611 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1545 7462 SH SOLE 0 0 7462 SPDR SER TR PORTFOLIO S&P500 78464A854 629 13490 SH SOLE 0 0 13490 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 407 11509 SH SOLE 0 0 11509 SPDR SER TR PORTFOLIO AGRGTE 78464A649 484 16330 SH SOLE 0 0 16330 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 220 2670 SH SOLE 0 0 2670 SPDR SER TR PORTFOLIO SHORT 78464A474 1814 57939 SH SOLE 0 0 57939 TESLA INC COM 88160R101 2735 4095 SH SOLE 0 0 4095 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 394 2212 SH SOLE 0 0 2212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 316 4252 SH SOLE 0 0 4252 FACEBOOK INC CL A 30303M102 596 2024 SH SOLE 0 0 2024 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 418 1300 SH SOLE 0 0 1300 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 875 18278 SH SOLE 0 0 18278 PROSHARES TR S&P 500 DV ARIST 74348A467 329 3816 SH SOLE 0 0 3816 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 4485 98587 SH SOLE 0 0 98587 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1009 17884 SH SOLE 0 0 17884 ISHARES TR CORE DIV GRWTH 46434V621 5724 118576 SH SOLE 0 0 118576 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1211 5342 SH SOLE 0 0 5342 ARK ETF TR NEXT GNRTN INTER 00214Q401 901 6110 SH SOLE 0 0 6110 FIRST TR EXCH TRADED FD III EME MRK BD ETF 33739P202 1913 55640 SH SOLE 0 0 55640 WISDOMTREE TR EM EX ST-OWNED 97717X578 336 8248 SH SOLE 0 0 8248 ISHARES TR IBONDS DEC21 ETF 46434VBK5 211 8491 SH SOLE 0 0 8491 ISHARES TR IBONDS DEC23 ETF 46434VAX8 214 8201 SH SOLE 0 0 8201 WISDOMTREE TR YIELD ENHANCD US 97717X511 5955 116310 SH SOLE 0 0 116310 SPDR SER TR MSCI USA STRTGIC 78468R812 730 6576 SH SOLE 0 0 6576 DBX ETF TR XTRACK RUSS 1000 233051481 371 8833 SH SOLE 0 0 8833 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 570 10447 SH SOLE 0 0 10447 FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 33740F870 1757 86864 SH SOLE 0 0 86864 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 1144 33176 SH SOLE 0 0 33176 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 645 29177 SH SOLE 0 0 29177 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5 300 SH Call SOLE 0 0 300