Echo Wealth Management

Echo Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 50 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 9.4 $7.9M 89k 88.89
First Tr Exchange-traded Risng Divd Achiv (RDVY) 8.5 $7.2M 147k 48.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.5 $6.4M 126k 50.52
Wisdomtree Tr Yield Enhancd Us (AGGY) 7.0 $6.0M 115k 51.65
Ishares Tr Core Div Grwth (DGRO) 7.0 $5.9M 115k 51.36
Vanguard Index Fds Small Cp Etf (VB) 5.6 $4.7M 21k 222.24
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $4.3M 18k 241.41
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.2 $3.6M 55k 65.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.7 $3.1M 73k 43.17
Apple (AAPL) 3.6 $3.1M 22k 142.90
Tesla Motors (TSLA) 3.4 $2.8M 3.6k 785.38
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 2.8 $2.3M 73k 32.44
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.6 $2.2M 14k 162.68
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 2.3 $1.9M 96k 20.14
Spdr Ser Tr Portfolio Short (SPSB) 2.3 $1.9M 62k 31.18
Vanguard World Mega Grwth Ind (MGK) 1.9 $1.6M 6.7k 238.20
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.4M 6.3k 226.40
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 1.6 $1.4M 37k 37.06
Amazon (AMZN) 1.6 $1.3M 408.00 3289.22
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.3 $1.1M 20k 56.70
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $1.1M 6.8k 160.52
Alibaba Group Hldg Sponsored Ads (BABA) 1.2 $979k 6.1k 161.57
General Mills (GIS) 1.1 $959k 16k 61.46
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $898k 19k 48.01
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.0 $827k 5.8k 142.64
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $645k 12k 55.74
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $641k 13k 51.47
Facebook Cl A (META) 0.7 $596k 1.8k 330.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $588k 1.6k 361.18
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $560k 10k 53.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $504k 1.9k 268.23
Ecolab (ECL) 0.5 $446k 2.1k 214.84
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $439k 15k 29.65
Dbx Etf Tr Xtrackers Russel (DEUS) 0.5 $398k 8.8k 45.06
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $396k 4.4k 89.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $358k 7.1k 50.73
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $329k 3.6k 90.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $329k 9.1k 36.19
3M Company (MMM) 0.4 $326k 1.8k 176.89
Zoom Video Communications In Cl A (ZM) 0.4 $313k 1.2k 254.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $299k 3.8k 78.11
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $293k 13k 23.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $272k 622.00 437.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $270k 552.00 489.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $264k 941.00 280.55
Alphabet Cap Stk Cl A (GOOGL) 0.3 $263k 94.00 2797.87
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $254k 3.8k 66.15
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $235k 6.2k 37.61
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $220k 1.8k 121.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $216k 2.6k 82.10