Echo45 Advisors

Echo45 Advisors as of Dec. 31, 2022

Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 55 positions in its portfolio as reported in the December 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) 13.8 $15M 366k 41.97
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 12.1 $14M 41k 331.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.4 $12M 44k 266.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.0 $11M 194k 57.82
Spdr Ser Tr Bloomberg Sht Te (SJNK) 7.5 $8.3M 344k 24.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.3 $8.1M 108k 75.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.7 $6.3M 427k 14.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $5.3M 137k 38.98
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.5 $5.1M 52k 96.96
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.4 $2.7M 59k 45.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.9 $2.1M 16k 135.24
Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $2.0M 15k 132.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $1.8M 12k 158.80
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $1.7M 8.0k 214.53
Microsoft Corporation (MSFT) 1.3 $1.5M 6.1k 239.82
Apple (AAPL) 1.3 $1.4M 11k 129.93
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.3 $1.4M 23k 60.98
Alphabet Cap Stk Cl A (GOOGL) 0.6 $680k 7.7k 88.23
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $675k 10k 65.86
Amazon (AMZN) 0.6 $653k 7.8k 84.00
UnitedHealth (UNH) 0.5 $582k 1.1k 530.18
Costco Wholesale Corporation (COST) 0.5 $510k 1.1k 456.50
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $476k 8.8k 53.88
Thermo Fisher Scientific (TMO) 0.4 $454k 825.00 550.69
Home Depot (HD) 0.4 $445k 1.4k 315.86
Visa Com Cl A (V) 0.4 $422k 2.0k 207.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $393k 3.6k 109.53
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $372k 3.8k 97.00
Honeywell International (HON) 0.3 $364k 1.7k 214.30
Danaher Corporation (DHR) 0.3 $351k 1.3k 265.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $338k 5.8k 58.50
Wal-Mart Stores (WMT) 0.3 $311k 2.2k 141.79
Chubb (CB) 0.3 $311k 1.4k 220.60
Eli Lilly & Co. (LLY) 0.3 $297k 811.00 365.84
Johnson & Johnson (JNJ) 0.3 $292k 1.7k 176.65
Merck & Co (MRK) 0.2 $256k 2.3k 110.95
Abbott Laboratories (ABT) 0.2 $255k 2.3k 109.79
Exxon Mobil Corporation (XOM) 0.2 $254k 2.3k 110.30
O'reilly Automotive (ORLY) 0.2 $251k 297.00 844.03
Lowe's Companies (LOW) 0.2 $248k 1.2k 199.24
JPMorgan Chase & Co. (JPM) 0.2 $243k 1.8k 134.10
Zoetis Cl A (ZTS) 0.2 $238k 1.6k 146.55
Ishares Tr Core Intl Aggr (IAGG) 0.2 $234k 4.9k 47.55
Procter & Gamble Company (PG) 0.2 $234k 1.5k 151.56
Lockheed Martin Corporation (LMT) 0.2 $233k 479.00 486.49
Chevron Corporation (CVX) 0.2 $231k 1.3k 179.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $230k 746.00 308.90
NVIDIA Corporation (NVDA) 0.2 $229k 1.6k 146.14
Union Pacific Corporation (UNP) 0.2 $226k 1.1k 207.07
Meta Platforms Cl A (META) 0.2 $223k 1.9k 120.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $221k 2.0k 108.19
Pepsi (PEP) 0.2 $206k 1.1k 180.66
Intuit (INTU) 0.2 $205k 526.00 389.22
Ardagh Metal Packaging S A SHS (AMBP) 0.0 $51k 11k 4.81
Vistagen Therapeutics Com New 0.0 $1.6k 16k 0.10