0001398344-22-009778.txt : 20220516
0001398344-22-009778.hdr.sgml : 20220516
20220516164423
ACCESSION NUMBER: 0001398344-22-009778
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
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: 22930210
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
03-31-2022
03-31-2022
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
05-02-2022
0
50
85083
INFORMATION TABLE
2
fp0075421_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
265
1813
SH
SOLE
0
0
1813
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
466
4916
SH
SOLE
0
0
4916
ALPHABET INC
CAP STK CL A
02079K305
240
94
SH
SOLE
0
0
94
AMAZON COM INC
COM
023135106
1678
549
SH
SOLE
0
0
549
APPLE INC
COM
037833100
3227
19549
SH
SOLE
0
0
19549
ARK ETF TR
NEXT GNRTN INTER
00214Q401
430
5623
SH
SOLE
0
0
5623
DBX ETF TR
XTRACKERS RUSSEL
233051481
313
6980
SH
SOLE
0
0
6980
ECOLAB INC
COM
278865100
363
2076
SH
SOLE
0
0
2076
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
33739P301
737
14744
SH
SOLE
0
0
14744
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
33739P202
1774
59951
SH
SOLE
0
0
59951
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
875
16754
SH
SOLE
0
0
16754
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
10833
226156
SH
SOLE
0
0
226156
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
2717
57448
SH
SOLE
0
0
57448
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
33740F870
463
23932
SH
SOLE
0
0
23932
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
710
18937
SH
SOLE
0
0
18937
GENERAL MLS INC
COM
370334104
720
10164
SH
SOLE
0
0
10164
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
2456
14479
SH
SOLE
0
0
14479
INVESCO QQQ TR
UNIT SER 1
46090E103
551
1628
SH
SOLE
0
0
1628
ISHARES TR
CORE S&P MCP ETF
464287507
456
1742
SH
SOLE
0
0
1742
ISHARES TR
RUS 1000 VAL ETF
464287598
1077
6523
SH
SOLE
0
0
6523
ISHARES TR
CORE DIV GRWTH
46434V621
5261
100150
SH
SOLE
0
0
100150
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
524
10444
SH
SOLE
0
0
10444
META PLATFORMS INC
CL A
30303M102
474
2247
SH
SOLE
0
0
2247
PENTAIR PLC
SHS
G7S00T104
424
8188
SH
SOLE
0
0
8188
PROSHARES TR
S&P 500 DV ARIST
74348A467
347
3640
SH
SOLE
0
0
3640
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
270
3643
SH
SOLE
0
0
3643
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2974
78458
SH
SOLE
0
0
78458
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
368
11033
SH
SOLE
0
0
11033
SPDR S&P 500 ETF TR
TR UNIT
78462F103
248
566
SH
SOLE
0
0
566
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
264
552
SH
SOLE
0
0
552
SPDR SER TR
PRTFLO S&P500 GW
78464A409
3771
60557
SH
SOLE
0
0
60557
SPDR SER TR
PORTFOLI S&P1500
78464A805
656
12164
SH
SOLE
0
0
12164
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
524
19461
SH
SOLE
0
0
19461
SPDR SER TR
PORTFOLIO S&P500
78464A854
727
14121
SH
SOLE
0
0
14121
SPDR SER TR
PORTFOLIO SHORT
78464A474
2030
67631
SH
SOLE
0
0
67631
SPDR SER TR
MSCI USA STRTGIC
78468R812
217
1775
SH
SOLE
0
0
1775
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
340
7595
SH
SOLE
0
0
7595
TESLA INC
COM
88160R101
3200
3187
SH
SOLE
0
0
3187
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
1618
55178
SH
SOLE
0
0
55178
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
7623
96258
SH
SOLE
0
0
96258
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1403
6369
SH
SOLE
0
0
6369
VANGUARD INDEX FDS
MID CAP ETF
922908629
4592
19802
SH
SOLE
0
0
19802
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6152
29781
SH
SOLE
0
0
29781
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
222
941
SH
SOLE
0
0
941
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
229
5069
SH
SOLE
0
0
5069
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
332
4290
SH
SOLE
0
0
4290
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
222
2781
SH
SOLE
0
0
2781
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4347
92871
SH
SOLE
0
0
92871
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1455
6608
SH
SOLE
0
0
6608
WISDOMTREE TR
YIELD ENHANCD US
97717X511
3918
85102
SH
SOLE
0
0
85102