Echo Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Plymouth, MN
CIK
0001846994
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 40 107,145 JPIE, RDVI, AMERICAN CENTY ETF TR, AVUS 13F-HR 1/17/2024 000139834424000674
Q3 2023 38 92,847 BIV, SPYG, AVUS, COWZ 13F-HR 10/20/2023 000139834423019494
Q2 2023 40 92,545 SPYG, BIV, AVUS, COWZ 13F-HR 7/31/2023 000139834423013842
Q1 2023 40 90,553 BIV, SPYG, AVUS, COWZ 13F-HR 4/28/2023 000139834423008084
Q4 2022 42 93,862 SPYG, AVUS, DNOV, COWZ 13F-HR 1/30/2023 000139834423001407
Q3 2022 42 76,007 SPYG, COWZ, DGRO, AVUS 13F-HR 11/14/2022 000139834422022148
Q2 2022 47 74,753 RDVY, SPYG, DGRO, VB 13F-HR 7/29/2022 000139834422014334
Q1 2022 50 85,083 RDVY, BIV, VB, DGRO 13F-HR 5/16/2022 000139834422009778
Q4 2021 49 87,597 RDVY, BIV, VB, DGRO 13F-HR 1/18/2022 000139834422000701
Q3 2021 51 84,393 BIV, RDVY, VEA, AGGY 13F-HR 10/21/2021 000139834421020199
Q2 2021 52 78,343 BIV, DGRO, AGGY, VEA 13F-HR 7/14/2021 000139834421014370
Q1 2021 57 79,419 BIV, AGGY, DGRO, VEA 13F-HR 4/7/2021 000139834421007783
Q4 2020 53 76,465 BIV, AGGY, DGRO, VEA 13F-HR 2/22/2021 000139834421003852