0001398344-22-014334.txt : 20220729
0001398344-22-014334.hdr.sgml : 20220729
20220729141950
ACCESSION NUMBER: 0001398344-22-014334
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220729
DATE AS OF CHANGE: 20220729
EFFECTIVENESS DATE: 20220729
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: 221120015
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
06-30-2022
06-30-2022
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
07-29-2022
0
47
74753
INFORMATION TABLE
2
fp0077967_13fhr.xml
3M CO
COM
88579Y101
237
1821
SH
SOLE
0
0
1821
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
613
5012
SH
SOLE
0
0
5012
ALPHABET INC
CAP STK CL A
02079K305
223
94
SH
SOLE
0
0
94
AMAZON COM INC
COM
023135106
1213
10424
SH
SOLE
0
0
10424
APPLE INC
COM
037833100
2744
18750
SH
SOLE
0
0
18750
ARK ETF TR
NEXT GNRTN INTER
00214Q401
309
5507
SH
SOLE
0
0
5507
ECOLAB INC
COM
278865100
330
2076
SH
SOLE
0
0
2076
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
33739P202
961
36860
SH
SOLE
0
0
36860
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
343
6704
SH
SOLE
0
0
6704
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
33739P301
550
11422
SH
SOLE
0
0
11422
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
9879
236334
SH
SOLE
0
0
236334
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
2464
55856
SH
SOLE
0
0
55856
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
33740F870
361
19318
SH
SOLE
0
0
19318
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
834
23836
SH
SOLE
0
0
23836
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F755
224
10229
SH
SOLE
0
0
10229
GENERAL MLS INC
COM
370334104
224
2972
SH
SOLE
0
0
2972
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
2288
15192
SH
SOLE
0
0
15192
INVESCO QQQ TR
UNIT SER 1
46090E103
484
1638
SH
SOLE
0
0
1638
ISHARES TR
CORE S&P MCP ETF
464287507
405
1742
SH
SOLE
0
0
1742
ISHARES TR
RUS 1000 VAL ETF
464287598
951
6436
SH
SOLE
0
0
6436
ISHARES TR
CORE DIV GRWTH
46434V621
6082
125537
SH
SOLE
0
0
125537
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
828
16559
SH
SOLE
0
0
16559
KRANESHARES TR
MSCI CHINA CLEAN
500767850
600
14094
SH
SOLE
0
0
14094
META PLATFORMS INC
CL A
30303M102
358
2077
SH
SOLE
0
0
2077
PROSHARES TR
S&P 500 DV ARIST
74348A467
316
3640
SH
SOLE
0
0
3640
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
235
3643
SH
SOLE
0
0
3643
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
253
8784
SH
SOLE
0
0
8784
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3153
90717
SH
SOLE
0
0
90717
SPDR S&P 500 ETF TR
TR UNIT
78462F103
220
566
SH
SOLE
0
0
566
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
234
552
SH
SOLE
0
0
552
SPDR SER TR
PRTFLO S&P500 GW
78464A409
9125
166417
SH
SOLE
0
0
166417
SPDR SER TR
PORTFOLI S&P1500
78464A805
1031
21539
SH
SOLE
0
0
21539
SPDR SER TR
PORTFOLIO S&P500
78464A854
520
11378
SH
SOLE
0
0
11378
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
412
15642
SH
SOLE
0
0
15642
SPDR SER TR
PORTFOLIO SHORT
78464A474
2119
71287
SH
SOLE
0
0
71287
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
234
5632
SH
SOLE
0
0
5632
TESLA INC
COM
88160R101
2352
3206
SH
SOLE
0
0
3206
UNITEDHEALTH GROUP INC
COM
91324P102
267
520
SH
SOLE
0
0
520
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
1586
57835
SH
SOLE
0
0
57835
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2290
29463
SH
SOLE
0
0
29463
VANGUARD INDEX FDS
MID CAP ETF
922908629
4311
21217
SH
SOLE
0
0
21217
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6057
33245
SH
SOLE
0
0
33245
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1234
6332
SH
SOLE
0
0
6332
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
320
4193
SH
SOLE
0
0
4193
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
3324
81743
SH
SOLE
0
0
81743
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1356
7076
SH
SOLE
0
0
7076
WISDOMTREE TR
YIELD ENHANCD US
97717X511
299
6693
SH
SOLE
0
0
6693