0001398344-23-013842.txt : 20230731
0001398344-23-013842.hdr.sgml : 20230731
20230731171651
ACCESSION NUMBER: 0001398344-23-013842
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230731
DATE AS OF CHANGE: 20230731
EFFECTIVENESS DATE: 20230731
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: 231128426
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
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0001846994
XXXXXXXX
06-30-2023
06-30-2023
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
07-31-2023
0
40
92545780
INFORMATION TABLE
2
fp0084549-1_13fhr.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
346925
3714
SH
SOLE
0
0
3714
AMAZON COM INC
COM
023135106
1179468
8831
SH
SOLE
0
0
8831
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
5204636
96400
SH
SOLE
0
0
96400
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
4156423
51865
SH
SOLE
0
0
51865
AMERICAN CENTY ETF TR
US EQT ETF
025072885
7342496
95768
SH
SOLE
0
0
95768
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
3302457
56174
SH
SOLE
0
0
56174
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
4464458
79980
SH
SOLE
0
0
79980
APPLE INC
COM
037833100
2619835
13505
SH
SOLE
0
0
13505
ARK ETF TR
NEXT GNRTN INTER
00214Q401
248439
3732
SH
SOLE
0
0
3732
ECOLAB INC
COM
278865100
299362
1596
SH
SOLE
0
0
1596
ETF SER SOLUTIONS
CBOE VEST 10 YR
26922B659
1200416
42889
SH
SOLE
0
0
42889
FIRST TR EXCHANGE-TRADED FD
CBOE VEST RISING
33738D879
3937101
175372
SH
SOLE
0
0
175372
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
467786
9683
SH
SOLE
0
0
9683
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740U786
361960
11032
SH
SOLE
0
0
11032
FIRST TR EXCHNG TRADED FD VI
CBOE VEST U S EQ
33740U810
493766
14514
SH
SOLE
0
0
14514
FIRST TR EXCHNG TRADED FD VI
CBOE EQT DEP NOV
33740F839
4193435
114356
SH
SOLE
0
0
114356
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
568084
14102
SH
SOLE
0
0
14102
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F730
229303
6633
SH
SOLE
0
0
6633
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F714
240147
6592
SH
SOLE
0
0
6592
FIRST TR EXCHNG TRADED FD VI
CBOE VEST FD DEP
33740U703
249684
11485
SH
SOLE
0
0
11485
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
845269
25560
SH
SOLE
0
0
25560
ISHARES TR
0-5 YR TIPS ETF
46429B747
862370
8863
SH
SOLE
0
0
8863
ISHARES TR
RUS 1000 VAL ETF
464287598
524180
3293
SH
SOLE
0
0
3293
ISHARES TR
CORE DIV GRWTH
46434V621
3383182
65262
SH
SOLE
0
0
65262
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
834499
16660
SH
SOLE
0
0
16660
KRANESHARES TR
MSCI CHINA CLEAN
500767850
201280
7186
SH
SOLE
0
0
7186
META PLATFORMS INC
CL A
30303M102
492954
1587
SH
SOLE
0
0
1587
PACER FDS TR
US CASH COWS 100
69374H881
6009970
123408
SH
SOLE
0
0
123408
PROSHARES TR
S&P 500 DV ARIST
74348A467
345218
3640
SH
SOLE
0
0
3640
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2132709
60195
SH
SOLE
0
0
60195
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
217584
443
SH
SOLE
0
0
443
SPDR SER TR
PRTFLO S&P500 GW
78464A409
12390132
199712
SH
SOLE
0
0
199712
SPDR SER TR
PORTFOLI S&P1500
78464A805
1615933
29158
SH
SOLE
0
0
29158
SPDR SER TR
PORTFOLIO SHORT
78464A474
1121046
38079
SH
SOLE
0
0
38079
TESLA INC
COM
88160R101
2377922
8189
SH
SOLE
0
0
8189
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
11028437
146421
SH
SOLE
0
0
146421
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1385218
6162
SH
SOLE
0
0
6162
VANGUARD INDEX FDS
MID CAP ETF
922908629
409766
1812
SH
SOLE
0
0
1812
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
3655695
77484
SH
SOLE
0
0
77484
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
1606235
6642
SH
SOLE
0
0
6642