Echo Wealth Management

Latest statistics and disclosures from Echo Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Echo Wealth Management, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Echo Wealth Management

Companies in the Echo Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 12.5 $9.5M 103k 92.85
Wisdomtree Tr Yield Enhancd Us (AGGY) 10.9 $8.3M 155k 53.69
Ishares Tr Core Div Grwth (DGRO) 9.4 $7.2M 160k 44.82
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.7 $4.4M 93k 47.21
Apple (AAPL) 4.7 $3.6M 27k 132.68
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.4 $3.4M 61k 55.30
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $3.2M 15k 206.74
Tesla Motors (TSLA) 4.1 $3.1M 4.4k 705.59
Vanguard Index Fds Small Cp Etf (VB) 4.0 $3.0M 16k 194.69
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.0 $3.0M 72k 42.16
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 3.5 $2.6M 20k 133.20
Vanguard World Mega Grwth Ind (MGK) 2.2 $1.7M 8.3k 203.78
Amazon (AMZN) 2.2 $1.7M 519.00 3256.26
Spdr Ser Tr Portfolio Short (SPSB) 2.0 $1.5M 49k 31.39

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Alibaba Group Hldg Sponsored Ads (BABA) 1.7 $1.3M 5.7k 232.77
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.3M 6.7k 194.57
Ishares Tr Rus 1000 Val Etf (IWD) 1.6 $1.2M 8.8k 136.68
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.5 $1.2M 21k 56.72
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 1.4 $1.1M 31k 34.48
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.4 $1.0M 23k 45.15
Spdr Ser Tr Msci Usa Strtgic (QUS) 1.2 $881k 8.4k 104.48
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $874k 20k 43.95
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.0 $736k 5.0k 146.29
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.8 $642k 20k 32.38
Facebook Cl A (FB) 0.8 $631k 2.3k 273.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $600k 2.6k 229.80
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $570k 19k 30.77
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $535k 16k 33.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $532k 1.7k 313.68
General Mills (GIS) 0.6 $464k 7.9k 58.84
Ecolab (ECL) 0.6 $456k 2.1k 216.52
Zoom Video Communications In Cl A (ZM) 0.6 $439k 1.3k 337.17
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.6 $437k 13k 34.09
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $397k 5.0k 79.88
3M Company (MMM) 0.5 $382k 2.2k 174.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $362k 7.2k 50.12
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $350k 2.2k 158.23
Dbx Etf Tr Xtrack Russ 1000 (DEUS) 0.4 $342k 8.8k 38.72
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $327k 8.2k 39.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $301k 805.00 373.91
Vanguard Index Fds Growth Etf (VUG) 0.4 $298k 1.2k 253.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $290k 4.3k 68.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $252k 941.00 267.80
Baidu Spon Adr Rep A (BIDU) 0.3 $251k 1.2k 216.19
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.3 $246k 7.6k 32.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $232k 552.00 420.29
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $231k 6.5k 35.78
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $229k 3.8k 60.12
Microsoft Corporation (MSFT) 0.3 $216k 972.00 222.22
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.3 $212k 8.5k 24.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $208k 3.3k 63.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $202k 2.4k 83.20

Past Filings by Echo Wealth Management

SEC 13F filings are viewable for Echo Wealth Management going back to 2020