0001398344-23-019494.txt : 20231020 0001398344-23-019494.hdr.sgml : 20231020 20231020112809 ACCESSION NUMBER: 0001398344-23-019494 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231020 DATE AS OF CHANGE: 20231020 EFFECTIVENESS DATE: 20231020 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: 231336432 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 09-30-2023 09-30-2023 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 763-432-7875 /s/ Fang Echo Huang Plymouth MN 10-18-2023 0 38 92847800 INFORMATION TABLE 2 fp0085702-1_13fhr-table.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 279129 3218 SH SOLE 0 0 3218 AMAZON COM INC COM 023135106 1242344 9773 SH SOLE 0 0 9773 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 5343596 101435 SH SOLE 0 0 101435 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4184043 53676 SH SOLE 0 0 53676 AMERICAN CENTY ETF TR US EQT ETF 025072885 7130402 97330 SH SOLE 0 0 97330 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 3771055 67764 SH SOLE 0 0 67764 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4495467 85158 SH SOLE 0 0 85158 APPLE INC COM 037833100 2158102 12605 SH SOLE 0 0 12605 ECOLAB INC COM 278865100 258504 1526 SH SOLE 0 0 1526 ETF SER SOLUTIONS CBOE VEST 10 YR 26922B659 1639340 51755 SH SOLE 0 0 51755 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 3967650 188308 SH SOLE 0 0 188308 FIRST TR EXCHNG TRADED FD VI CBOE EQT DEP NOV 33740F839 4102517 115629 SH SOLE 0 0 115629 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 417320 10706 SH SOLE 0 0 10706 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F714 212061 6004 SH SOLE 0 0 6004 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 275708 11258 SH SOLE 0 0 11258 FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 229500 10800 SH SOLE 0 0 10800 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U786 316500 9623 SH SOLE 0 0 9623 FIRST TR EXCHNG TRADED FD VI CBOE VEST U S EQ 33740U810 474196 13986 SH SOLE 0 0 13986 GENERAL MLS INC COM 370334104 801603 12527 SH SOLE 0 0 12527 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 802946 25234 SH SOLE 0 0 25234 ISHARES TR RUS 1000 VAL ETF 464287598 478385 3151 SH SOLE 0 0 3151 ISHARES TR CORE DIV GRWTH 46434V621 3410487 68857 SH SOLE 0 0 68857 ISHARES TR 0-5 YR TIPS ETF 46429B747 840114 8668 SH SOLE 0 0 8668 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 911871 18172 SH SOLE 0 0 18172 META PLATFORMS INC CL A 30303M102 433203 1443 SH SOLE 0 0 1443 PACER FDS TR US CASH COWS 100 69374H881 6244390 126328 SH SOLE 0 0 126328 PROSHARES TR S&P 500 DV ARIST 74348A467 322322 3640 SH SOLE 0 0 3640 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2120281 63160 SH SOLE 0 0 63160 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 202292 443 SH SOLE 0 0 443 SPDR SER TR PORTFOLIO SHORT 78464A474 1071693 36552 SH SOLE 0 0 36552 SPDR SER TR PRTFLO S&P500 GW 78464A409 11621370 196042 SH SOLE 0 0 196042 SPDR SER TR PORTFOLI S&P1500 78464A805 1463421 27880 SH SOLE 0 0 27880 TESLA INC COM 88160R101 1766803 7061 SH SOLE 0 0 7061 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13341867 184509 SH SOLE 0 0 184509 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1308870 6162 SH SOLE 0 0 6162 VANGUARD INDEX FDS MID CAP ETF 922908629 375248 1802 SH SOLE 0 0 1802 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3326130 76078 SH SOLE 0 0 76078 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1507070 6642 SH SOLE 0 0 6642