13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q2 2023 · Filed April 28, 2023 · Accession 0001398344-23-008084
Total Value
$90.6M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937819 | 152,056 | $11.7M | 12.89% |
| 2 | SPDR SER TR | 78464A409 | 202,415 | $11.2M | 12.37% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 99,635 | $7.1M | 7.80% |
| 4 | PACER FDS TR | 69374H881 | 126,739 | $6.0M | 6.57% |
| 5 | AMERICAN CENTY ETF TR | 025072349 | 100,770 | $5.2M | 5.69% |
| 6 | AMERICAN CENTY ETF TR | 025072604 | 84,004 | $4.4M | 4.91% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 118,685 | $4.1M | 4.49% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 53,332 | $3.9M | 4.36% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 183,167 | $3.9M | 4.34% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 82,371 | $3.7M | 4.11% |
| 11 | ISHARES TR | 46434V621 | 66,816 | $3.3M | 3.69% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 57,673 | $3.3M | 3.63% |
| 13 | APPLE INC | AAPL | 16,046 | $2.6M | 2.92% |
| 14 | SPDR INDEX SHS FDS | 78463X509 | 62,408 | $2.1M | 2.35% |
| 15 | TESLA INC | TSLA | 8,925 | $1.9M | 2.04% |
| 16 | SPDR SER TR | 78464A805 | 28,382 | $1.4M | 1.58% |
| 17 | VANGUARD WORLD FD | 921910816 | 6,642 | $1.4M | 1.50% |
| 18 | VANGUARD INDEX FDS | 922908769 | 6,162 | $1.3M | 1.39% |
| 19 | SPDR SER TR | 78464A474 | 40,150 | $1.2M | 1.31% |
| 20 | ETF SER SOLUTIONS | 26922B659 | 43,877 | $1.1M | 1.25% |
| 21 | ISHARES TR | 46429B747 | 10,926 | $1.1M | 1.20% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 20,009 | $1.0M | 1.11% |
| 23 | AMAZON COM INC | AMZN | 9,580 | $989,518 | 1.09% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,305 | $831,718 | 0.92% |
| 25 | ISHARES TR | 464287598 | 3,794 | $577,674 | 0.64% |
| 26 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 14,102 | $527,133 | 0.58% |
| 27 | INVESCO QQQ TR | IVZ | 1,628 | $522,474 | 0.58% |
| 28 | VANGUARD INDEX FDS | 922908629 | 2,171 | $457,907 | 0.51% |
| 29 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 13,958 | $452,550 | 0.50% |
| 30 | FIRST TR EXCHANGE-TRADED FD | 33738R506 | 9,713 | $435,822 | 0.48% |
| 31 | ALIBABA GROUP HLDG LTD | BBAAY | 3,982 | $406,881 | 0.45% |
| 32 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 11,768 | $367,368 | 0.41% |
| 33 | META PLATFORMS INC | META | 1,710 | $362,417 | 0.40% |
| 34 | ECOLAB INC | ECL | 2,036 | $337,019 | 0.37% |
| 35 | PROSHARES TR | 74348A467 | 3,640 | $332,114 | 0.37% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 11,251 | $229,858 | 0.25% |
| 37 | ARK ETF TR | 00214Q401 | 4,206 | $225,484 | 0.25% |
| 38 | FIRST TR EXCHNG TRADED FD VI | 33740F714 | 6,592 | $224,723 | 0.25% |
| 39 | KRANESHARES TR | 500767850 | 7,116 | $203,444 | 0.22% |
| 40 | SPDR S&P MIDCAP 400 ETF TR | MDY | 443 | $203,076 | 0.22% |