0001085146-23-001898.txt : 20230427 0001085146-23-001898.hdr.sgml : 20230427 20230426192121 ACCESSION NUMBER: 0001085146-23-001898 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230427 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: 23851323 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 03-31-2023 03-31-2023 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 04-26-2023 0 52 120545696 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 220544 2178 SH SOLE 0 0 2178 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 212339 551 SH SOLE 0 0 551 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 718745 6929 SH SOLE 0 0 6929 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 214864 2066 SH SOLE 0 0 2066 AMAZON COM INC COM 023135106 BBG001S5PQL7 671385 6500 SH SOLE 0 0 6500 APPLE INC COM 037833100 BBG001S5N8V8 1780594 10798 SH SOLE 0 0 10798 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 BBG001S5XP76 81710 11590 SH SOLE 0 0 11590 BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 37671 10209 SH SOLE 0 0 10209 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 243928 790 SH SOLE 0 0 790 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 207128 1269 SH SOLE 0 0 1269 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 245444 1264 SH SOLE 0 0 1264 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 471033 948 SH SOLE 0 0 948 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 258845 1027 SH SOLE 0 0 1027 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 301262 2747 SH SOLE 0 0 2747 HOME DEPOT INC COM 437076102 BBG001S5RTW7 352668 1195 SH SOLE 0 0 1195 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 284594 1489 SH SOLE 0 0 1489 INTUIT COM 461202103 BBG001S6TWR2 221132 496 SH SOLE 0 0 496 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 BBG007HL81B6 6849762 481699 SH SOLE 0 0 481699 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 13478043 102099 SH SOLE 0 0 102099 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 11210253 112972 SH SOLE 0 0 112972 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2191351 9661 SH SOLE 0 0 9661 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 351142 5496 SH SOLE 0 0 5496 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 243940 1872 SH SOLE 0 0 1872 LILLY ELI & CO COM 532457108 BBG001S5STL8 258621 753 SH SOLE 0 0 753 LOWES COS INC COM 548661107 BBG001S5SVL3 249785 1249 SH SOLE 0 0 1249 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 228585 629 SH SOLE 0 0 629 MERCK & CO INC COM 58933Y105 BBG001S5TC52 233952 2199 SH SOLE 0 0 2199 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 343343 1620 SH SOLE 0 0 1620 MICROSOFT CORP COM 594918104 BBG001S5TD05 1698011 5890 SH SOLE 0 0 5890 NORTHERN LTS FD TR IV MAIN BUYWRITE 66538H179 BBG019K5YGL9 3170705 239479 SH SOLE 0 0 239479 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 392492 1413 SH SOLE 0 0 1413 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 225829 266 SH SOLE 0 0 266 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 251583 1692 SH SOLE 0 0 1692 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 12053623 36238 SH SOLE 0 0 36238 SPDR SER TR BLOOMBERG SHT TE 78468R408 BBG002QLYD04 9350776 376440 SH SOLE 0 0 376440 TELEFONICA S A SPONSORED ADR 879382208 BBG001S5WMH3 47512 11101 SH SOLE 0 0 11101 TESLA INC COM 88160R101 BBG001SQKGD7 344591 1661 SH SOLE 0 0 1661 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 417868 725 SH SOLE 0 0 725 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 461720 977 SH SOLE 0 0 977 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 8470406 110739 SH SOLE 0 0 110739 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 3465397 24718 SH SOLE 0 0 24718 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 3373226 25160 SH SOLE 0 0 25160 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2123639 13376 SH SOLE 0 0 13376 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5296972 131113 SH SOLE 0 0 131113 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 8541792 145914 SH SOLE 0 0 145914 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 14440968 319703 SH SOLE 0 0 319703 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 3075354 49356 SH SOLE 0 0 49356 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 209583 1987 SH SOLE 0 0 1987 VISA INC COM CL A 92826C839 BBG001SRCFY3 435392 1931 SH SOLE 0 0 1931 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 BBG001S67BH3 1626 13043 SH SOLE 0 0 13043 WALMART INC COM 931142103 BBG001S5XH92 287970 1953 SH SOLE 0 0 1953 ZOETIS INC CL A 98978V103 BBG0039320P7 245998 1478 SH SOLE 0 0 1478