Echo Wealth Management

Echo Wealth Management as of June 30, 2021

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 51 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 9.2 $7.2M 80k 90.74
Ishares Tr Core Div Grwth (DGRO) 7.7 $6.1M 120k 50.51
Wisdomtree Tr Yield Enhancd Us (AGGY) 7.1 $5.6M 107k 52.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.6 $5.2M 102k 50.98
First Tr Exchange-traded Risng Divd Achiv (RDVY) 6.5 $5.1M 106k 48.13
Vanguard Index Fds Small Cp Etf (VB) 5.2 $4.1M 18k 220.02
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $3.9M 17k 235.98
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.9 $3.8M 60k 64.24
Apple (AAPL) 4.1 $3.2M 22k 143.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.7 $2.9M 66k 43.61
Tesla Motors (TSLA) 3.3 $2.6M 3.9k 652.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.7 $2.1M 13k 161.44
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 2.5 $2.0M 58k 34.57
Vanguard World Mega Grwth Ind (MGK) 2.2 $1.8M 7.5k 235.59
Spdr Ser Tr Portfolio Short (SPSB) 2.2 $1.7M 55k 31.27
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 2.1 $1.6M 81k 20.28
Amazon (AMZN) 2.1 $1.6M 435.00 3731.03
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $1.5M 6.6k 223.22
Alibaba Group Hldg Sponsored Ads (BABA) 1.4 $1.1M 5.4k 199.84
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $1.1M 6.9k 157.29
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 1.4 $1.1M 30k 36.40
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.3 $1.0M 18k 57.66
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $864k 18k 48.00
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.1 $863k 5.8k 148.84
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.9 $714k 13k 56.69
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $657k 13k 50.65
Facebook Cl A (META) 0.8 $641k 1.9k 345.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $612k 1.7k 360.85
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $536k 10k 53.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $508k 1.9k 264.17
Zoom Video Communications In Cl A (ZM) 0.6 $490k 1.3k 386.13
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $475k 16k 30.22
Ecolab (ECL) 0.6 $436k 2.1k 210.02
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $408k 11k 36.41
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $404k 4.4k 91.32
General Mills (GIS) 0.5 $397k 6.7k 59.63
Dbx Etf Tr Xtrackers Russel (DEUS) 0.5 $387k 8.8k 43.81
3M Company (MMM) 0.5 $381k 1.9k 198.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $373k 7.2k 52.04
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $329k 3.6k 90.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $301k 3.8k 78.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $292k 677.00 431.31
Vanguard Index Fds Growth Etf (VUG) 0.3 $270k 927.00 291.26
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $268k 941.00 284.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $267k 552.00 483.70
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $259k 2.1k 121.43
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $255k 6.2k 40.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $250k 3.7k 66.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $240k 96.00 2500.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $218k 2.6k 82.86
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $201k 8.8k 22.96