0001398344-23-001407.txt : 20230131
0001398344-23-001407.hdr.sgml : 20230131
20230130205908
ACCESSION NUMBER: 0001398344-23-001407
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230131
DATE AS OF CHANGE: 20230130
EFFECTIVENESS DATE: 20230131
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: 23569958
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
X0202
13F-HR
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0001846994
XXXXXXXX
12-31-2022
12-31-2022
false
Echo Wealth Management, LLC
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN
55441
13F HOLDINGS REPORT
028-21057
000174136
801-117873
N
Fang Echo Huang
President
763-432-7875
/s/ Fang Echo Huang
Plymouth
MN
01-30-2023
0
42
93862896
INFORMATION TABLE
2
fp0081819-1_13fhr-table.xml
3M CO
COM
88579Y101
235838
1821
SH
SOLE
0
0
1821
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
476933
4076
SH
SOLE
0
0
4076
AMAZON COM INC
COM
023135106
939990
9580
SH
SOLE
0
0
9580
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
3167136
39788
SH
SOLE
0
0
39788
AMERICAN CENTY ETF TR
US EQT ETF
025072885
7051285
98813
SH
SOLE
0
0
98813
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
3037521
53525
SH
SOLE
0
0
53525
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
4141407
75850
SH
SOLE
0
0
75850
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
4944207
93534
SH
SOLE
0
0
93534
APPLE INC
COM
037833100
2432100
18048
SH
SOLE
0
0
18048
ECOLAB INC
COM
278865100
320597
2076
SH
SOLE
0
0
2076
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
514795
11040
SH
SOLE
0
0
11040
FIRST TR EXCHANGE-TRADED FD
CBOE VEST RISING
33738D879
3796761
168235
SH
SOLE
0
0
168235
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740U786
252612
8281
SH
SOLE
0
0
8281
FIRST TR EXCHNG TRADED FD VI
CBOE VEST U S EQ
33740U810
452254
14280
SH
SOLE
0
0
14280
FIRST TR EXCHNG TRADED FD VI
CBOE EQT DEP NOV
33740F839
6892373
206050
SH
SOLE
0
0
206050
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
674228
18477
SH
SOLE
0
0
18477
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F730
202883
6350
SH
SOLE
0
0
6350
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F698
362775
11479
SH
SOLE
0
0
11479
FIRST TR EXCHNG TRADED FD VI
CBOE VEST FD DEP
33740U703
547506
27389
SH
SOLE
0
0
27389
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
926315
5724
SH
SOLE
0
0
5724
INVESCO QQQ TR
UNIT SER 1
46090E103
457419
1628
SH
SOLE
0
0
1628
ISHARES TR
RUS 1000 VAL ETF
464287598
650560
4105
SH
SOLE
0
0
4105
ISHARES TR
CORE DIV GRWTH
46434V621
3662911
71249
SH
SOLE
0
0
71249
ISHARES TR
0-5 YR TIPS ETF
46429B747
3901411
40035
SH
SOLE
0
0
40035
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1580159
31471
SH
SOLE
0
0
31471
KRANESHARES TR
MSCI CHINA CLEAN
500767850
252525
8362
SH
SOLE
0
0
8362
META PLATFORMS INC
CL A
30303M102
250536
1829
SH
SOLE
0
0
1829
PACER FDS TR
US CASH COWS 100
69374H881
6154683
125811
SH
SOLE
0
0
125811
PROSHARES TR
S&P 500 DV ARIST
74348A467
340085
3640
SH
SOLE
0
0
3640
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2637601
74215
SH
SOLE
0
0
74215
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
208498
443
SH
SOLE
0
0
443
SPDR SER TR
PRTFLO S&P500 GW
78464A409
12459191
239094
SH
SOLE
0
0
239094
SPDR SER TR
PORTFOLI S&P1500
78464A805
1439395
29155
SH
SOLE
0
0
29155
SPDR SER TR
PORTFOLIO SHORT
78464A474
4623802
156368
SH
SOLE
0
0
156368
TESLA INC
COM
88160R101
1132419
9252
SH
SOLE
0
0
9252
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2029161
26497
SH
SOLE
0
0
26497
VANGUARD INDEX FDS
MID CAP ETF
922908629
497302
2316
SH
SOLE
0
0
2316
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3303482
16839
SH
SOLE
0
0
16839
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1232646
6162
SH
SOLE
0
0
6162
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
4216436
93657
SH
SOLE
0
0
93657
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1261051
6938
SH
SOLE
0
0
6938
VIRTUS ETF TR II
SEIX SR LN ETF
92790A405
202107
8553
SH
SOLE
0
0
8553