0001398344-23-008084.txt : 20230428
0001398344-23-008084.hdr.sgml : 20230428
20230428120621
ACCESSION NUMBER: 0001398344-23-008084
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230428
DATE AS OF CHANGE: 20230428
EFFECTIVENESS DATE: 20230428
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: 23862447
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
03-31-2023
03-31-2023
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
04-28-2023
0
40
90553848
INFORMATION TABLE
2
fp0083226-1_13fhr.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
406881
3982
SH
SOLE
0
0
3982
AMAZON COM INC
COM
023135106
989518
9580
SH
SOLE
0
0
9580
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
5150355
100770
SH
SOLE
0
0
100770
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
3949768
53332
SH
SOLE
0
0
53332
AMERICAN CENTY ETF TR
US EQT ETF
025072885
7062129
99635
SH
SOLE
0
0
99635
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
3289091
57673
SH
SOLE
0
0
57673
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
4442972
84004
SH
SOLE
0
0
84004
APPLE INC
COM
037833100
2645985
16046
SH
SOLE
0
0
16046
ARK ETF TR
NEXT GNRTN INTER
00214Q401
225484
4206
SH
SOLE
0
0
4206
ECOLAB INC
COM
278865100
337019
2036
SH
SOLE
0
0
2036
ETF SER SOLUTIONS
CBOE VEST 10 YR
26922B659
1131167
43877
SH
SOLE
0
0
43877
FIRST TR EXCHANGE-TRADED FD
CBOE VEST RISING
33738D879
3932595
183167
SH
SOLE
0
0
183167
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
435822
9713
SH
SOLE
0
0
9713
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740U786
367368
11768
SH
SOLE
0
0
11768
FIRST TR EXCHNG TRADED FD VI
CBOE VEST U S EQ
33740U810
452550
13958
SH
SOLE
0
0
13958
FIRST TR EXCHNG TRADED FD VI
CBOE EQT DEP NOV
33740F839
4067335
118685
SH
SOLE
0
0
118685
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
527133
14102
SH
SOLE
0
0
14102
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F714
224723
6592
SH
SOLE
0
0
6592
FIRST TR EXCHNG TRADED FD VI
CBOE VEST FD DEP
33740U703
229858
11251
SH
SOLE
0
0
11251
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
831718
5305
SH
SOLE
0
0
5305
INVESCO QQQ TR
UNIT SER 1
46090E103
522474
1628
SH
SOLE
0
0
1628
ISHARES TR
RUS 1000 VAL ETF
464287598
577674
3794
SH
SOLE
0
0
3794
ISHARES TR
0-5 YR TIPS ETF
46429B747
1084187
10926
SH
SOLE
0
0
10926
ISHARES TR
CORE DIV GRWTH
46434V621
3340132
66816
SH
SOLE
0
0
66816
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1006853
20009
SH
SOLE
0
0
20009
KRANESHARES TR
MSCI CHINA CLEAN
500767850
203444
7116
SH
SOLE
0
0
7116
META PLATFORMS INC
CL A
30303M102
362417
1710
SH
SOLE
0
0
1710
PACER FDS TR
US CASH COWS 100
69374H881
5950396
126739
SH
SOLE
0
0
126739
PROSHARES TR
S&P 500 DV ARIST
74348A467
332114
3640
SH
SOLE
0
0
3640
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2129985
62408
SH
SOLE
0
0
62408
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
203076
443
SH
SOLE
0
0
443
SPDR SER TR
PRTFLO S&P500 GW
78464A409
11205694
202415
SH
SOLE
0
0
202415
SPDR SER TR
PORTFOLI S&P1500
78464A805
1431304
28382
SH
SOLE
0
0
28382
SPDR SER TR
PORTFOLIO SHORT
78464A474
1189645
40150
SH
SOLE
0
0
40150
TESLA INC
COM
88160R101
1851581
8925
SH
SOLE
0
0
8925
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
11668777
152056
SH
SOLE
0
0
152056
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1257664
6162
SH
SOLE
0
0
6162
VANGUARD INDEX FDS
MID CAP ETF
922908629
457907
2171
SH
SOLE
0
0
2171
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
3720698
82371
SH
SOLE
0
0
82371
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1358355
6642
SH
SOLE
0
0
6642