0001085146-23-000469.txt : 20230131 0001085146-23-000469.hdr.sgml : 20230131 20230130201439 ACCESSION NUMBER: 0001085146-23-000469 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Echo45 Advisors LLC CENTRAL INDEX KEY: 0001908617 IRS NUMBER: 844325148 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22339 FILM NUMBER: 23569844 BUSINESS ADDRESS: STREET 1: 1801 N CALIFORNIA BLVD STREET 2: SUITE 101 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925.592.4506 MAIL ADDRESS: STREET 1: 1801 N CALIFORNIA BLVD STREET 2: SUITE 101 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908617 XXXXXXXX 12-31-2022 12-31-2022 false Echo45 Advisors LLC

1801 N CALIFORNIA BLVD SUITE 101 WALNUT CREEK CA 94596

13F HOLDINGS REPORT 028-22339 N Amy Langell 925-592-4506 /s/Amy Langell Walnut Creek CA 01-30-2023 0 55 111600597 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 255042 2323 SH SOLE 0 0 2323 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 679900 7706 SH SOLE 0 0 7706 AMAZON COM INC COM 023135106 BBG001S5PQL7 653016 7774 SH SOLE 0 0 7774 APPLE INC COM 037833100 BBG001S5N8V8 1433907 11036 SH SOLE 0 0 11036 ARDAGH METAL PACKAGING S A SHS L02235106 BBG00ZF0FGV9 50909 10584 SH SOLE 0 0 10584 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 230439 746 SH SOLE 0 0 746 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 231004 1287 SH SOLE 0 0 1287 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 310825 1409 SH SOLE 0 0 1409 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 509911 1117 SH SOLE 0 0 1117 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 351151 1323 SH SOLE 0 0 1323 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 253911 2302 SH SOLE 0 0 2302 HOME DEPOT INC COM 437076102 BBG001S5RTW7 445363 1410 SH SOLE 0 0 1410 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 363667 1697 SH SOLE 0 0 1697 INTUIT COM 461202103 BBG001S6TWR2 204730 526 SH SOLE 0 0 526 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 BBG007HL81B6 6310511 426963 SH SOLE 0 0 426963 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 393213 3590 SH SOLE 0 0 3590 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 11570820 43454 SH SOLE 0 0 43454 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 5071111 52301 SH SOLE 0 0 52301 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 234242 4926 SH SOLE 0 0 4926 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 372272 3838 SH SOLE 0 0 3838 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 476443 8843 SH SOLE 0 0 8843 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1707022 7957 SH SOLE 0 0 7957 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 337751 5774 SH SOLE 0 0 5774 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 292002 1653 SH SOLE 0 0 1653 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 242989 1812 SH SOLE 0 0 1812 LILLY ELI & CO COM 532457108 BBG001S5STL8 296696 811 SH SOLE 0 0 811 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 233029 479 SH SOLE 0 0 479 LOWES COS INC COM 548661107 BBG001S5SVL3 247456 1242 SH SOLE 0 0 1242 MERCK & CO INC COM 58933Y105 BBG001S5TC52 255629 2304 SH SOLE 0 0 2304 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 222749 1851 SH SOLE 0 0 1851 MICROSOFT CORP COM 594918104 BBG001S5TD05 1456427 6073 SH SOLE 0 0 6073 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 228709 1565 SH SOLE 0 0 1565 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 250677 297 SH SOLE 0 0 297 PEPSICO INC COM 713448108 BBG001S695T1 205772 1139 SH SOLE 0 0 1139 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 233554 1541 SH SOLE 0 0 1541 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 13499579 40744 SH SOLE 0 0 40744 SPDR SER TR BLOOMBERG SHT TE 78468R408 BBG002QLYD04 8331520 343710 SH SOLE 0 0 343710 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 454319 825 SH SOLE 0 0 825 UNION PAC CORP COM 907818108 BBG001S5X2M0 225499 1089 SH SOLE 0 0 1089 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 581607 1097 SH SOLE 0 0 1097 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 8129865 107995 SH SOLE 0 0 107995 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 2007477 15110 SH SOLE 0 0 15110 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 2102833 15549 SH SOLE 0 0 15549 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1818437 11451 SH SOLE 0 0 11451 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5319640 136471 SH SOLE 0 0 136471 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 2697609 59262 SH SOLE 0 0 59262 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 11193370 193590 SH SOLE 0 0 193590 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 15353997 365833 SH SOLE 0 0 365833 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 1403029 23008 SH SOLE 0 0 23008 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 220815 2041 SH SOLE 0 0 2041 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 675263 10253 SH SOLE 0 0 10253 VISA INC COM CL A 92826C839 BBG001SRCFY3 421753 2030 SH SOLE 0 0 2030 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 BBG001S67BH3 1612 15647 SH SOLE 0 0 15647 WALMART INC COM 931142103 BBG001S5XH92 311087 2194 SH SOLE 0 0 2194 ZOETIS INC CL A 98978V103 BBG0039320P7 238437 1627 SH SOLE 0 0 1627