$76.5 Million is the total value of Echo Wealth Management, LLC's 53 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | New | VANGUARD BD INDEX FDSintermed term | $9,543,000 | – | 102,775 | +100.0% | 12.48% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $8,340,000 | – | 155,345 | +100.0% | 10.91% | – |
| DGRO | New | ISHARES TRcore div grwth | $7,166,000 | – | 159,877 | +100.0% | 9.37% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,366,000 | – | 92,474 | +100.0% | 5.71% | – |
| AAPL | New | APPLE INC | $3,586,000 | – | 27,027 | +100.0% | 4.69% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $3,356,000 | – | 60,690 | +100.0% | 4.39% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,184,000 | – | 15,401 | +100.0% | 4.16% | – |
| TSLA | New | TESLA INC | $3,118,000 | – | 4,419 | +100.0% | 4.08% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $3,028,000 | – | 15,553 | +100.0% | 3.96% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $3,025,000 | – | 71,753 | +100.0% | 3.96% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,641,000 | – | 19,828 | +100.0% | 3.45% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $1,691,000 | – | 8,298 | +100.0% | 2.21% | – |
| AMZN | New | AMAZON COM INC | $1,690,000 | – | 519 | +100.0% | 2.21% | – |
| SPSB | New | SPDR SER TRportfolio short | $1,535,000 | – | 48,896 | +100.0% | 2.01% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,304,000 | – | 6,702 | +100.0% | 1.70% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,260,000 | – | 5,413 | +100.0% | 1.65% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,198,000 | – | 8,765 | +100.0% | 1.57% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,183,000 | – | 20,858 | +100.0% | 1.55% | – |
| FMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $1,083,000 | – | 31,408 | +100.0% | 1.42% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $1,034,000 | – | 22,903 | +100.0% | 1.35% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $881,000 | – | 8,432 | +100.0% | 1.15% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $874,000 | – | 19,887 | +100.0% | 1.14% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $736,000 | – | 5,031 | +100.0% | 0.96% | – |
| DFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $642,000 | – | 19,829 | +100.0% | 0.84% | – |
| FB | New | FACEBOOK INCcl a | $631,000 | – | 2,310 | +100.0% | 0.82% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $600,000 | – | 2,611 | +100.0% | 0.78% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $570,000 | – | 18,526 | +100.0% | 0.74% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $535,000 | – | 15,843 | +100.0% | 0.70% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $532,000 | – | 1,696 | +100.0% | 0.70% | – |
| GIS | New | GENERAL MLS INC | $464,000 | – | 7,886 | +100.0% | 0.61% | – |
| ECL | New | ECOLAB INC | $456,000 | – | 2,106 | +100.0% | 0.60% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $439,000 | – | 1,302 | +100.0% | 0.57% | – |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $437,000 | – | 12,820 | +100.0% | 0.57% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $397,000 | – | 4,970 | +100.0% | 0.52% | – |
| MMM | New | 3M CO | $382,000 | – | 2,183 | +100.0% | 0.50% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $362,000 | – | 7,223 | +100.0% | 0.47% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $350,000 | – | 2,212 | +100.0% | 0.46% | – |
| DEUS | New | DBX ETF TRxtrack russ 1000 | $342,000 | – | 8,833 | +100.0% | 0.45% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $327,000 | – | 8,248 | +100.0% | 0.43% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $301,000 | – | 805 | +100.0% | 0.39% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $298,000 | – | 1,176 | +100.0% | 0.39% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $290,000 | – | 4,252 | +100.0% | 0.38% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $252,000 | – | 941 | +100.0% | 0.33% | – |
| BIDU | New | BAIDU INCspon adr rep a | $251,000 | – | 1,161 | +100.0% | 0.33% | – |
| DJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $246,000 | – | 7,595 | +100.0% | 0.32% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $232,000 | – | 552 | +100.0% | 0.30% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $231,000 | – | 6,457 | +100.0% | 0.30% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $229,000 | – | 3,809 | +100.0% | 0.30% | – |
| MSFT | New | MICROSOFT CORP | $216,000 | – | 972 | +100.0% | 0.28% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $212,000 | – | 8,491 | +100.0% | 0.28% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $208,000 | – | 3,260 | +100.0% | 0.27% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $202,000 | – | 2,428 | +100.0% | 0.26% | – |
| BABA | New | ALIBABA GROUP HLDG LTDcall | $9,000 | – | 300 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 17.1% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 14.4% |
| ISHARES TR | 12 | Q3 2023 | 9.4% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 7.6% |
| APPLE INC | 12 | Q3 2023 | 4.7% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.8% |
| TESLA INC | 12 | Q3 2023 | 4.1% |
| SPDR SER TR | 12 | Q3 2023 | 4.9% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 3.5% |
View Echo Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-18 |
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.