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 LIVE false false false 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