13F HOLDINGS REPORT
Echo Wealth Management, LLC
Quarter ended Q4 2023 · Filed October 20, 2023 · Accession 0001398344-23-019494
Total Value
$92.8M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937819 | 184,509 | $13.3M | 14.37% |
| 2 | SPDR SER TR | 78464A409 | 196,042 | $11.6M | 12.52% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 97,330 | $7.1M | 7.68% |
| 4 | PACER FDS TR | 69374H881 | 126,328 | $6.2M | 6.73% |
| 5 | AMERICAN CENTY ETF TR | 025072349 | 101,435 | $5.3M | 5.76% |
| 6 | AMERICAN CENTY ETF TR | 025072604 | 85,158 | $4.5M | 4.84% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 53,676 | $4.2M | 4.51% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 115,629 | $4.1M | 4.42% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 188,308 | $4.0M | 4.27% |
| 10 | AMERICAN CENTY ETF TR | 025072703 | 67,764 | $3.8M | 4.06% |
| 11 | ISHARES TR | 46434V621 | 68,857 | $3.4M | 3.67% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 76,078 | $3.3M | 3.58% |
| 13 | APPLE INC | AAPL | 12,605 | $2.2M | 2.32% |
| 14 | SPDR INDEX SHS FDS | 78463X509 | 63,160 | $2.1M | 2.28% |
| 15 | TESLA INC | TSLA | 7,061 | $1.8M | 1.90% |
| 16 | ETF SER SOLUTIONS | 26922B659 | 51,755 | $1.6M | 1.77% |
| 17 | VANGUARD WORLD FD | 921910816 | 6,642 | $1.5M | 1.62% |
| 18 | SPDR SER TR | 78464A805 | 27,880 | $1.5M | 1.58% |
| 19 | VANGUARD INDEX FDS | 922908769 | 6,162 | $1.3M | 1.41% |
| 20 | AMAZON COM INC | AMZN | 9,773 | $1.2M | 1.34% |
| 21 | SPDR SER TR | 78464A474 | 36,552 | $1.1M | 1.15% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 18,172 | $911,871 | 0.98% |
| 23 | ISHARES TR | 46429B747 | 8,668 | $840,114 | 0.90% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,234 | $802,946 | 0.86% |
| 25 | GENERAL MLS INC | 370334104 | 12,527 | $801,603 | 0.86% |
| 26 | ISHARES TR | 464287598 | 3,151 | $478,385 | 0.52% |
| 27 | FIRST TR EXCHNG TRADED FD VI | 33740U810 | 13,986 | $474,196 | 0.51% |
| 28 | META PLATFORMS INC | META | 1,443 | $433,203 | 0.47% |
| 29 | FIRST TR EXCHNG TRADED FD VI | 33740F763 | 10,706 | $417,320 | 0.45% |
| 30 | VANGUARD INDEX FDS | 922908629 | 1,802 | $375,248 | 0.40% |
| 31 | PROSHARES TR | 74348A467 | 3,640 | $322,322 | 0.35% |
| 32 | FIRST TR EXCHNG TRADED FD VI | 33740U786 | 9,623 | $316,500 | 0.34% |
| 33 | ALIBABA GROUP HLDG LTD | BBAAY | 3,218 | $279,129 | 0.30% |
| 34 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 11,258 | $275,708 | 0.30% |
| 35 | ECOLAB INC | ECL | 1,526 | $258,504 | 0.28% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 10,800 | $229,500 | 0.25% |
| 37 | FIRST TR EXCHNG TRADED FD VI | 33740F714 | 6,004 | $212,061 | 0.23% |
| 38 | SPDR S&P MIDCAP 400 ETF TR | MDY | 443 | $202,292 | 0.22% |