Echo45 Advisors as of Sept. 30, 2022
Portfolio Holdings for Echo45 Advisors
Echo45 Advisors holds 37 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.8 | $13M | 346k | 36.36 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 11.3 | $11M | 39k | 287.29 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 11.1 | $11M | 189k | 57.79 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.0 | $11M | 40k | 267.26 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 8.1 | $8.0M | 337k | 23.78 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 8.0 | $7.9M | 106k | 74.82 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 6.8 | $6.7M | 415k | 16.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.9 | $4.8M | 132k | 36.49 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.8 | $4.7M | 49k | 96.11 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.7 | $2.7M | 60k | 45.10 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.8 | $1.8M | 14k | 127.12 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.8 | $1.8M | 15k | 121.75 | |
| Apple (AAPL) | 1.7 | $1.7M | 12k | 138.19 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $1.6M | 11k | 143.38 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.6 | $1.5M | 7.5k | 206.59 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.4M | 5.9k | 232.90 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.3 | $1.3M | 22k | 57.47 | |
| Amazon (AMZN) | 0.9 | $911k | 8.1k | 112.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $711k | 7.4k | 95.69 | |
| UnitedHealth (UNH) | 0.6 | $560k | 1.1k | 505.42 | |
| Costco Wholesale Corporation (COST) | 0.5 | $521k | 1.1k | 471.92 | |
| Tesla Motors (TSLA) | 0.5 | $491k | 1.9k | 265.41 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $415k | 818.00 | 507.33 | |
| Home Depot (HD) | 0.4 | $391k | 1.4k | 275.74 | |
| Visa Com Cl A (V) | 0.3 | $341k | 1.9k | 177.42 | |
| Danaher Corporation (DHR) | 0.3 | $335k | 1.3k | 258.09 | |
| Honeywell International (HON) | 0.3 | $289k | 1.7k | 166.76 | |
| Wal-Mart Stores (WMT) | 0.3 | $286k | 2.2k | 129.71 | |
| Chubb (CB) | 0.3 | $256k | 1.4k | 181.82 | |
| Zoetis Cl A (ZTS) | 0.3 | $247k | 1.7k | 147.99 | |
| Eli Lilly & Co. (LLY) | 0.2 | $241k | 744.00 | 323.92 | |
| Lowe's Companies (LOW) | 0.2 | $238k | 1.3k | 187.85 | |
| Johnson & Johnson (JNJ) | 0.2 | $235k | 1.4k | 163.08 | |
| Abbott Laboratories (ABT) | 0.2 | $227k | 2.4k | 96.60 | |
| Intuit (INTU) | 0.2 | $214k | 552.00 | 387.68 | |
| Union Pacific Corporation (UNP) | 0.2 | $212k | 1.1k | 194.67 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $208k | 2.0k | 104.47 |
