0001398344-24-007430.txt : 20240422 0001398344-24-007430.hdr.sgml : 20240422 20240422114546 ACCESSION NUMBER: 0001398344-24-007430 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24860104 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 03-31-2024 03-31-2024 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 04-19-2024 0 43 120579084 INFORMATION TABLE 2 fp0088089-1_13fhr-table.xml AMAZON COM INC COM 023135106 1602135 8882 SH SOLE 0 0 8882 AMERICAN CENTY ETF TR US SML CP VALU 025072877 8596005 91730 SH SOLE 0 0 91730 AMERICAN CENTY ETF TR US EQT ETF 025072885 7911716 88399 SH SOLE 0 0 88399 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 7843986 123062 SH SOLE 0 0 123062 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5066740 87418 SH SOLE 0 0 87418 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 8740967 136025 SH SOLE 0 0 136025 APPLE INC COM 037833100 3024052 17635 SH SOLE 0 0 17635 ARK ETF TR NEXT GNRTN INTER 00214Q401 247734 2974 SH SOLE 0 0 2974 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 362018 11139 SH SOLE 0 0 11139 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 262569 10185 SH SOLE 0 0 10185 ECOLAB INC COM 278865100 283083 1226 SH SOLE 0 0 1226 FIRST TR EXCHANGE-TRADED FD FT VEST RIS 33738D879 8600877 351343 SH SOLE 0 0 351343 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U810 232791 6284 SH SOLE 0 0 6284 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U786 321324 9113 SH SOLE 0 0 9113 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F839 1654349 40955 SH SOLE 0 0 40955 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F763 406791 8985 SH SOLE 0 0 8985 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F722 272763 5801 SH SOLE 0 0 5801 FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755 242777 8683 SH SOLE 0 0 8683 FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP 33740U703 289426 12269 SH SOLE 0 0 12269 GENERAL MLS INC COM 370334104 4593181 65645 SH SOLE 0 0 65645 HONEST CO INC COM 438333106 101250 25000 SH SOLE 0 0 25000 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 661415 17193 SH SOLE 0 0 17193 ISHARES TR RUS 1000 VAL ETF 464287598 289979 1619 SH SOLE 0 0 1619 ISHARES TR CORE DIV GRWTH 46434V621 2414599 41588 SH SOLE 0 0 41588 ISHARES TR 0-5 YR TIPS ETF 46429B747 393881 3961 SH SOLE 0 0 3961 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 14412901 316350 SH SOLE 0 0 316350 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 2064062 36878 SH SOLE 0 0 36878 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 2210070 31478 SH SOLE 0 0 31478 META PLATFORMS INC CL A 30303M102 603576 1243 SH SOLE 0 0 1243 MICROSOFT CORP COM 594918104 962607 2288 SH SOLE 0 0 2288 PACER FDS TR US CASH COWS 100 69374H881 8131098 139926 SH SOLE 0 0 139926 PROSHARES TR S&P 500 DV ARIST 74348A467 369132 3640 SH SOLE 0 0 3640 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2193404 60608 SH SOLE 0 0 60608 SPDR SER TR PORTFOLIO SHORT 78464A474 1362669 45773 SH SOLE 0 0 45773 SPDR SER TR PRTFLO S&P500 GW 78464A409 4362959 59644 SH SOLE 0 0 59644 SPDR SER TR PORTFOLI S&P1500 78464A805 1493663 23284 SH SOLE 0 0 23284 TESLA INC COM 88160R101 1130242 6430 SH SOLE 0 0 6430 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7290954 96697 SH SOLE 0 0 96697 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1601504 6162 SH SOLE 0 0 6162 VANGUARD INDEX FDS MID CAP ETF 922908629 425012 1701 SH SOLE 0 0 1701 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 2456619 31403 SH SOLE 0 0 31403 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3459673 68959 SH SOLE 0 0 68959 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1632531 5696 SH SOLE 0 0 5696