Echo45 Advisors as of June 30, 2022
Portfolio Holdings for Echo45 Advisors
Echo45 Advisors holds 52 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 13.1 | $14M | 235k | 58.86 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 12.8 | $14M | 333k | 40.80 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 10.4 | $11M | 36k | 307.81 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.8 | $10M | 37k | 280.28 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.8 | $8.2M | 107k | 76.79 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 7.5 | $7.9M | 329k | 24.12 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 6.3 | $6.6M | 368k | 18.04 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.1 | $5.4M | 130k | 41.65 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.9 | $5.2M | 110k | 47.81 | |
| Apple (AAPL) | 1.6 | $1.7M | 13k | 136.69 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.6 | $1.7M | 14k | 129.49 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.7M | 6.8k | 256.86 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $1.7M | 13k | 131.10 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $1.5M | 9.9k | 149.86 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $1.5M | 7.2k | 206.26 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.2 | $1.3M | 21k | 61.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $896k | 411.00 | 2180.05 | |
| Amazon (AMZN) | 0.8 | $839k | 7.9k | 106.26 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $779k | 8.5k | 91.15 | |
| UnitedHealth (UNH) | 0.6 | $669k | 1.3k | 513.82 | |
| Costco Wholesale Corporation (COST) | 0.5 | $571k | 1.2k | 479.43 | |
| Visa Com Cl A (V) | 0.4 | $476k | 2.4k | 196.94 | |
| Home Depot (HD) | 0.4 | $463k | 1.7k | 274.29 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $433k | 797.00 | 543.29 | |
| Honeywell International (HON) | 0.3 | $366k | 2.1k | 173.71 | |
| Tesla Motors (TSLA) | 0.3 | $355k | 527.00 | 673.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $352k | 161.00 | 2186.34 | |
| Johnson & Johnson (JNJ) | 0.3 | $341k | 1.9k | 177.60 | |
| Danaher Corporation (DHR) | 0.3 | $321k | 1.3k | 253.15 | |
| Zoetis Cl A (ZTS) | 0.3 | $305k | 1.8k | 171.73 | |
| Wal-Mart Stores (WMT) | 0.3 | $296k | 2.4k | 121.46 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $294k | 2.6k | 112.56 | |
| NVIDIA Corporation (NVDA) | 0.3 | $291k | 1.9k | 151.40 | |
| Meta Platforms Cl A (META) | 0.3 | $285k | 1.8k | 161.47 | |
| Chubb (CB) | 0.3 | $277k | 1.4k | 196.31 | |
| Abbott Laboratories (ABT) | 0.3 | $270k | 2.5k | 108.70 | |
| Procter & Gamble Company (PG) | 0.2 | $260k | 1.8k | 143.57 | |
| Union Pacific Corporation (UNP) | 0.2 | $256k | 1.2k | 213.33 | |
| McDonald's Corporation (MCD) | 0.2 | $246k | 997.00 | 246.74 | |
| Eli Lilly & Co. (LLY) | 0.2 | $244k | 753.00 | 324.04 | |
| salesforce (CRM) | 0.2 | $226k | 1.4k | 165.08 | |
| Chevron Corporation (CVX) | 0.2 | $220k | 1.5k | 144.64 | |
| Amgen (AMGN) | 0.2 | $220k | 903.00 | 243.63 | |
| Intuit (INTU) | 0.2 | $217k | 563.00 | 385.44 | |
| Merck & Co (MRK) | 0.2 | $209k | 2.3k | 91.27 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $206k | 2.4k | 85.80 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $205k | 476.00 | 430.67 | |
| Coca-Cola Company (KO) | 0.2 | $205k | 3.3k | 62.90 | |
| Cisco Systems (CSCO) | 0.2 | $204k | 4.8k | 42.56 | |
| Lowe's Companies (LOW) | 0.2 | $204k | 1.2k | 174.36 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $203k | 642.00 | 316.20 | |
| American Tower Reit (AMT) | 0.2 | $201k | 787.00 | 255.40 |
