| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 14.4% |
| SPDR SER TR | 15 | Q2 2024 | 17.1% |
| ISHARES TR | 15 | Q2 2024 | 9.4% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 7.6% |
| APPLE INC | 15 | Q2 2024 | 4.7% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.8% |
| TESLA INC | 15 | Q2 2024 | 4.1% |
| SPDR SER TR | 15 | Q2 2024 | 4.9% |
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 3.5% |
View Echo Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-29 |
View Echo Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.