$92.8 Million is the total value of Echo Wealth Management, LLC's 38 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $13,341,867 | +21.0% | 184,509 | +26.0% | 14.37% | +20.6% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $7,130,402 | -2.9% | 97,330 | +1.6% | 7.68% | -3.2% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $6,244,390 | +3.9% | 126,328 | +2.4% | 6.72% | +3.6% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $5,343,596 | +2.7% | 101,435 | +5.2% | 5.76% | +2.3% | |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,495,467 | +0.7% | 85,158 | +6.5% | 4.84% | +0.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $4,184,043 | +0.7% | 53,676 | +3.5% | 4.51% | +0.3% |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $4,102,517 | -2.2% | 115,629 | +1.1% | 4.42% | -2.5% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $3,967,650 | +0.8% | 188,308 | +7.4% | 4.27% | +0.4% | |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $3,771,055 | +14.2% | 67,764 | +20.6% | 4.06% | +13.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,410,487 | +0.8% | 68,857 | +5.5% | 3.67% | +0.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,120,281 | -0.6% | 63,160 | +4.9% | 2.28% | -0.9% |
| Buy | ETF SER SOLUTIONScboe vest 10 yr | $1,639,340 | +36.6% | 51,755 | +20.7% | 1.77% | +36.2% | |
| AMZN | Buy | AMAZON COM INC | $1,242,344 | +5.3% | 9,773 | +10.7% | 1.34% | +5.0% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $911,871 | +9.3% | 18,172 | +9.1% | 0.98% | +8.9% |
| GIS | New | GENERAL MLS INC | $801,603 | – | 12,527 | +100.0% | 0.86% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $275,708 | – | 11,258 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.