Echo Wealth Management

Echo Wealth Management as of March 31, 2021

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 56 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 9.8 $7.8M 88k 88.73
Wisdomtree Tr Yield Enhancd Us (AGGY) 7.5 $6.0M 116k 51.20
Ishares Tr Core Div Grwth (DGRO) 7.2 $5.7M 119k 48.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.3 $5.0M 102k 49.11
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.6 $4.5M 99k 45.49
Vanguard Index Fds Small Cp Etf (VB) 4.9 $3.9M 18k 214.07
Vanguard Index Fds Mid Cap Etf (VO) 4.7 $3.8M 17k 221.33
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.0 $3.2M 57k 56.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.0 $3.2M 73k 43.78
Apple (AAPL) 3.7 $2.9M 24k 122.14
Tesla Motors (TSLA) 3.4 $2.7M 4.1k 667.89
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.8 $2.2M 15k 151.69
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 2.4 $1.9M 56k 34.38
Spdr Ser Tr Portfolio Short (SPSB) 2.3 $1.8M 58k 31.31
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 2.2 $1.8M 87k 20.23
Vanguard World Mega Grwth Ind (MGK) 1.9 $1.5M 7.5k 207.05
Amazon (AMZN) 1.9 $1.5M 484.00 3095.04
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.4M 6.6k 206.70
Alibaba Group Hldg Sponsored Ads (BABA) 1.6 $1.3M 5.6k 226.69
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 1.4 $1.1M 33k 34.48
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $1.1M 7.2k 151.59
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.3 $1.0M 18k 56.42
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.1 $901k 6.1k 147.46
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $875k 18k 47.87
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.9 $730k 6.6k 111.01
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.8 $645k 29k 22.11
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $629k 14k 46.63
Facebook Cl A (META) 0.7 $596k 2.0k 294.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $586k 2.3k 260.21
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $570k 10k 54.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $541k 1.7k 318.99
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $501k 10k 49.23
General Mills (GIS) 0.6 $484k 7.9k 61.37
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $484k 16k 29.64
Ecolab (ECL) 0.6 $444k 2.1k 213.87
Zoom Video Communications In Cl A (ZM) 0.5 $418k 1.3k 321.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $407k 12k 35.36
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $394k 2.2k 178.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $373k 7.2k 52.04
Dbx Etf Tr Xtrack Russ 1000 (DEUS) 0.5 $371k 8.8k 42.00
3M Company (MMM) 0.5 $371k 1.9k 192.93
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $336k 8.2k 40.74
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $329k 3.8k 86.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $316k 4.3k 74.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $293k 740.00 395.95
Vanguard Index Fds Growth Etf (VUG) 0.3 $268k 1.0k 257.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $263k 552.00 476.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $258k 941.00 274.18
Baidu Spon Adr Rep A (BIDU) 0.3 $255k 1.2k 217.76
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $236k 3.7k 63.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $220k 2.7k 82.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $219k 106.00 2066.04
Ishares Tr Ibonds Dec23 Etf 0.3 $214k 8.2k 26.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $212k 3.3k 65.03
Ishares Tr Ibonds Dec21 Etf 0.3 $211k 8.5k 24.85
Microsoft Corporation (MSFT) 0.3 $206k 872.00 236.24