0001398344-22-000701.txt : 20220118
0001398344-22-000701.hdr.sgml : 20220118
20220118084517
ACCESSION NUMBER: 0001398344-22-000701
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220118
DATE AS OF CHANGE: 20220118
EFFECTIVENESS DATE: 20220118
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: 22533734
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
12-31-2021
12-31-2021
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
01-11-2022
0
49
87597
INFORMATION TABLE
2
fp0072031_13fhr.xml
3M CO
COM
88579Y101
322
1813
SH
SOLE
0
0
1813
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
675
5265
SH
SOLE
0
0
5265
ALPHABET INC
CAP STK CL A
02079K305
261
94
SH
SOLE
0
0
94
AMAZON COM INC
COM
023135106
1822
564
SH
SOLE
0
0
564
APPLE INC
COM
037833100
3759
21828
SH
SOLE
0
0
21828
APPLE INC
COM
037833100
17
100
SH
Call
SOLE
0
0
100
ARK ETF TR
NEXT GNRTN INTER
00214Q401
608
5695
SH
SOLE
0
0
5695
DBX ETF TR
XTRACKERS RUSSEL
233051481
418
8833
SH
SOLE
0
0
8833
ECOLAB INC
COM
278865100
469
2076
SH
SOLE
0
0
2076
FACEBOOK INC
CL A
30303M102
750
2286
SH
SOLE
0
0
2286
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
33739P301
763
13670
SH
SOLE
0
0
13670
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
33739P202
1578
50931
SH
SOLE
0
0
50931
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1221
21569
SH
SOLE
0
0
21569
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
10359
199409
SH
SOLE
0
0
199409
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
1876
39094
SH
SOLE
0
0
39094
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
33740F870
1830
91928
SH
SOLE
0
0
91928
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
643
16729
SH
SOLE
0
0
16729
GENERAL MLS INC
COM
370334104
1375
19992
SH
SOLE
0
0
19992
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
2417
13916
SH
SOLE
0
0
13916
INVESCO QQQ TR
UNIT SER 1
46090E103
619
1628
SH
SOLE
0
0
1628
ISHARES TR
CORE S&P MCP ETF
464287507
483
1742
SH
SOLE
0
0
1742
ISHARES TR
RUS 1000 VAL ETF
464287598
1117
6608
SH
SOLE
0
0
6608
ISHARES TR
CORE DIV GRWTH
46434V621
5536
99551
SH
SOLE
0
0
99551
PENTAIR PLC
SHS
G7S00T104
569
8188
SH
SOLE
0
0
8188
PROSHARES TR
S&P 500 DV ARIST
74348A467
354
3640
SH
SOLE
0
0
3640
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
292
3724
SH
SOLE
0
0
3724
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3007
72240
SH
SOLE
0
0
72240
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
388
10761
SH
SOLE
0
0
10761
SPDR S&P 500 ETF TR
TR UNIT
78462F103
256
550
SH
SOLE
0
0
550
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
280
552
SH
SOLE
0
0
552
SPDR SER TR
PRTFLO S&P500 GW
78464A409
3634
52430
SH
SOLE
0
0
52430
SPDR SER TR
PORTFOLI S&P1500
78464A805
637
11107
SH
SOLE
0
0
11107
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
533
18251
SH
SOLE
0
0
18251
SPDR SER TR
PORTFOLIO S&P500
78464A854
773
14115
SH
SOLE
0
0
14115
SPDR SER TR
PORTFOLIO SHORT
78464A474
2003
64868
SH
SOLE
0
0
64868
SPDR SER TR
MSCI USA STRTGIC
78468R812
227
1778
SH
SOLE
0
0
1778
TESLA INC
COM
88160R101
3397
3210
SH
SOLE
0
0
3210
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
827
25561
SH
SOLE
0
0
25561
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
7684
89202
SH
SOLE
0
0
89202
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1501
6369
SH
SOLE
0
0
6369
VANGUARD INDEX FDS
MID CAP ETF
922908629
4498
18345
SH
SOLE
0
0
18345
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5907
26837
SH
SOLE
0
0
26837
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
248
941
SH
SOLE
0
0
941
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
250
5057
SH
SOLE
0
0
5057
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
359
4449
SH
SOLE
0
0
4449
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
384
4424
SH
SOLE
0
0
4424
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4575
90472
SH
SOLE
0
0
90472
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1641
6617
SH
SOLE
0
0
6617
WISDOMTREE TR
YIELD ENHANCD US
97717X511
4455
87862
SH
SOLE
0
0
87862