0001398344-21-014370.txt : 20210714 0001398344-21-014370.hdr.sgml : 20210714 20210714143442 ACCESSION NUMBER: 0001398344-21-014370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210714 DATE AS OF CHANGE: 20210714 EFFECTIVENESS DATE: 20210714 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: 211090016 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 06-30-2021 06-30-2021 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 07-13-2021 0 52 78343 INFORMATION TABLE 2 fp0067132_13fhr.xml ISHARES TR CORE S&P MCP ETF 464287507 508 1923 SH SOLE 0 0 1923 ISHARES TR RUS 1000 VAL ETF 464287598 1082 6879 SH SOLE 0 0 6879 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 267 552 SH SOLE 0 0 552 SPDR S&P 500 ETF TR TR UNIT 78462F103 292 677 SH SOLE 0 0 677 AMAZON COM INC COM 023135106 1623 435 SH SOLE 0 0 435 INVESCO QQQ TR UNIT SER 1 46090E103 612 1696 SH SOLE 0 0 1696 SPDR SER TR PRTFLO S&P500 GW 78464A409 3841 59794 SH SOLE 0 0 59794 SPDR SER TR PORTFOLI S&P1500 78464A805 536 10074 SH SOLE 0 0 10074 3M CO COM 88579Y101 381 1923 SH SOLE 0 0 1923 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1473 6599 SH SOLE 0 0 6599 APPLE INC COM 037833100 3188 22255 SH SOLE 0 0 22255 ECOLAB INC COM 278865100 436 2076 SH SOLE 0 0 2076 GENERAL MLS INC COM 370334104 397 6658 SH SOLE 0 0 6658 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 373 7168 SH SOLE 0 0 7168 ALPHABET INC CAP STK CL A 02079K305 240 96 SH SOLE 0 0 96 VANGUARD INDEX FDS MID CAP ETF 922908629 3921 16616 SH SOLE 0 0 16616 VANGUARD INDEX FDS SMALL CP ETF 922908751 4058 18444 SH SOLE 0 0 18444 VANGUARD INDEX FDS GROWTH ETF 922908736 270 927 SH SOLE 0 0 927 VANGUARD INDEX FDS SML CP GRW ETF 922908595 268 941 SH SOLE 0 0 941 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2083 12903 SH SOLE 0 0 12903 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 250 3739 SH SOLE 0 0 3739 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7218 79550 SH SOLE 0 0 79550 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2869 65793 SH SOLE 0 0 65793 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5177 101552 SH SOLE 0 0 101552 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1758 7462 SH SOLE 0 0 7462 SPDR SER TR PORTFOLIO S&P500 78464A854 657 12972 SH SOLE 0 0 12972 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 408 11207 SH SOLE 0 0 11207 SPDR SER TR PORTFOLIO AGRGTE 78464A649 475 15718 SH SOLE 0 0 15718 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 218 2631 SH SOLE 0 0 2631 SPDR SER TR PORTFOLIO SHORT 78464A474 1723 55108 SH SOLE 0 0 55108 TESLA INC COM 88160R101 2552 3910 SH SOLE 0 0 3910 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 404 4424 SH SOLE 0 0 4424 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 301 3828 SH SOLE 0 0 3828 FACEBOOK INC CL A 30303M102 641 1855 SH SOLE 0 0 1855 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 490 1269 SH SOLE 0 0 1269 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 864 17999 SH SOLE 0 0 17999 PROSHARES TR S&P 500 DV ARIST 74348A467 329 3640 SH SOLE 0 0 3640 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5099 105934 SH SOLE 0 0 105934 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1009 17500 SH SOLE 0 0 17500 ISHARES TR CORE DIV GRWTH 46434V621 6058 119945 SH SOLE 0 0 119945 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1024 5124 SH SOLE 0 0 5124 ARK ETF TR NEXT GNRTN INTER 00214Q401 863 5798 SH SOLE 0 0 5798 FIRST TR EXCH TRADED FD III EME MRK BD ETF 33739P202 1991 57594 SH SOLE 0 0 57594 WISDOMTREE TR EM EX ST-OWNED 97717X578 255 6248 SH SOLE 0 0 6248 WISDOMTREE TR YIELD ENHANCD US 97717X511 5589 106453 SH SOLE 0 0 106453 SPDR SER TR MSCI USA STRTGIC 78468R812 259 2133 SH SOLE 0 0 2133 DBX ETF TR XTRACKERS RUSSEL 233051481 387 8833 SH SOLE 0 0 8833 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 714 12594 SH SOLE 0 0 12594 FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 33740F870 1634 80577 SH SOLE 0 0 80577 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 1076 29557 SH SOLE 0 0 29557 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 201 8754 SH SOLE 0 0 8754 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1 300 SH Call SOLE 0 0 300