13F-HR filed by Echo Wealth Management, LLC
Echo Wealth Management, LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-10-22, with 51 holding rows worth $84,393,000.
- Accession
- 0001398344-21-020199
- Filer
- CIK 1846994
- Filed
- 2021-10-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 51 entries on the cover page, a total value of $84,393,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $84,393,000 with VALUE read as thousands by filing date, 13F file number 028-21057. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 89,039 | $7,915,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 146,812 | $7,160,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 126,162 | $6,374,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 115,247 | $5,953,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 114,906 | $5,902,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 21,171 | $4,705,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 17,986 | $4,342,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 54,869 | $3,567,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 72,845 | $3,145,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 21,532 | $3,077,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 3,625 | $2,847,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739P202 | EME MRK BD ETF | 72,451 | $2,350,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 13,487 | $2,194,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F870 | LOW DUR STRTGC | 96,014 | $1,934,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 61,636 | $1,922,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 6,717 | $1,600,000 | thousands by filing date | |
| VTI | 922908769 | COM | 6,325 | $1,432,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 36,458 | $1,351,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 408 | $1,342,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 19,753 | $1,120,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 6,809 | $1,093,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 15,603 | $959,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 5,756 | $930,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 18,705 | $898,000 | thousands by filing date | |
| ARK ETF TR | 00214Q401 | NEXT GNRTN INTER | 5,798 | $827,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739P301 | MUNI HI INCM ETF | 11,571 | $645,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 12,455 | $641,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,806 | $596,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,628 | $588,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 10,374 | $560,000 | thousands by filing date | |
| IJH | 464287507 | COM | 1,879 | $504,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 2,076 | $446,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 14,805 | $439,000 | thousands by filing date | |
| DBX ETF TR | 233051481 | XTRA RU 1000 ETF | 8,833 | $398,000 | thousands by filing date | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 4,424 | $396,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 7,057 | $358,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 9,090 | $329,000 | thousands by filing date | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 3,640 | $329,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,843 | $326,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 1,229 | $313,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 3,828 | $299,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 12,614 | $293,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 622 | $272,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 552 | $270,000 | thousands by filing date | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 941 | $264,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 94 | $263,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 3,840 | $254,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 6,248 | $235,000 | thousands by filing date | |
| SPDR SER TR | 78468R812 | MSCI USA STRTGIC | 1,815 | $220,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 2,631 | $216,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 300 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-21-020199 | this filing | 2021-10-22 | acceptance time not in the bulk data set |