0001398344-24-000674.txt : 20240117 0001398344-24-000674.hdr.sgml : 20240117 20240117075914 ACCESSION NUMBER: 0001398344-24-000674 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Echo Wealth Management, LLC CENTRAL INDEX KEY: 0001846994 ORGANIZATION NAME: 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: 24536750 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 12-31-2023 12-31-2023 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 763-432-7875 /s/ Fang Echo Huang Plymouth MN 01-09-2024 0 40 107145373 INFORMATION TABLE 2 fp0086654-1_13fhr-table.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 221337 3037 SH SOLE 0 0 3037 AMAZON COM INC COM 023135106 1366054 9162 SH SOLE 0 0 9162 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 7753251 134722 SH SOLE 0 0 134722 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5230487 59329 SH SOLE 0 0 59329 AMERICAN CENTY ETF TR US EQT ETF 025072885 7686272 94752 SH SOLE 0 0 94752 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 6587007 109364 SH SOLE 0 0 109364 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4853199 87603 SH SOLE 0 0 87603 APPLE INC COM 037833100 2184042 11770 SH SOLE 0 0 11770 ARK ETF TR NEXT GNRTN INTER 00214Q401 225995 3066 SH SOLE 0 0 3066 ECOLAB INC COM 278865100 240271 1226 SH SOLE 0 0 1226 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 203117 3928 SH SOLE 0 0 3928 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 7913163 342858 SH SOLE 0 0 342858 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U786 328520 9623 SH SOLE 0 0 9623 FIRST TR EXCHNG TRADED FD VI CBOE VEST U S EQ 33740U810 491298 13689 SH SOLE 0 0 13689 FIRST TR EXCHNG TRADED FD VI CBOE EQT DEP NOV 33740F839 1600392 41403 SH SOLE 0 0 41403 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 454329 10660 SH SOLE 0 0 10660 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 233851 8798 SH SOLE 0 0 8798 FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 268932 11842 SH SOLE 0 0 11842 GENERAL MLS INC COM 370334104 2158200 33388 SH SOLE 0 0 33388 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 726551 20588 SH SOLE 0 0 20588 ISHARES TR RUS 1000 VAL ETF 464287598 331540 2000 SH SOLE 0 0 2000 ISHARES TR CORE DIV GRWTH 46434V621 2997073 55409 SH SOLE 0 0 55409 ISHARES TR 0-5 YR TIPS ETF 46429B747 318065 3231 SH SOLE 0 0 3231 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 13373660 294574 SH SOLE 0 0 294574 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 1747827 28823 SH SOLE 0 0 28823 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 1926935 36426 SH SOLE 0 0 36426 META PLATFORMS INC CL A 30303M102 497820 1388 SH SOLE 0 0 1388 PACER FDS TR US CASH COWS 100 69374H881 6279501 120528 SH SOLE 0 0 120528 PROSHARES TR S&P 500 DV ARIST 74348A467 345982 3640 SH SOLE 0 0 3640 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2231637 63834 SH SOLE 0 0 63834 SPDR SER TR PORTFOLIO SHORT 78464A474 1482962 49864 SH SOLE 0 0 49864 SPDR SER TR PRTFLO S&P500 GW 78464A409 5904072 91536 SH SOLE 0 0 91536 SPDR SER TR PORTFOLI S&P1500 78464A805 1322198 22683 SH SOLE 0 0 22683 TESLA INC COM 88160R101 1634218 6797 SH SOLE 0 0 6797 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6977066 92058 SH SOLE 0 0 92058 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1457005 6162 SH SOLE 0 0 6162 VANGUARD INDEX FDS MID CAP ETF 922908629 411216 1780 SH SOLE 0 0 1780 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 2055063 25997 SH SOLE 0 0 25997 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3480784 73095 SH SOLE 0 0 73095 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1644481 6401 SH SOLE 0 0 6401