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| Name: |
Echo Wealth Management LLC |
| City: |
PLYMOUTH |
| State: |
MN |
| Zip: |
55441 |
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data |
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| Holdings
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19 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVUS |
Avantis Us Equity Etf |
6 |
- |
$0.00 |
$7,912,000 |
88,399 |
6.56% |
226,000 |
-6,353 |
0.098 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
9 |
- |
$0.00 |
$5,067,000 |
87,418 |
4.2% |
214,000 |
-185 |
0.079 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
11 |
- |
$80.95 |
$4,363,000 |
59,644 |
3.62% |
-1,541,000 |
-31,892 |
0.003 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
12 |
- |
$49.56 |
$3,460,000 |
68,959 |
2.87% |
-21,000 |
-4,136 |
0.003 |
Closed - End Fund - F... |
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DGRO |
iShares Core Dividend Growth |
15 |
- |
$57.75 |
$2,415,000 |
41,588 |
2% |
-582,000 |
-13,821 |
0.014 |
N/A |
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DNOV |
Ft Cboe Vest Us Equity Deep... |
19 |
- |
$0.00 |
$1,654,000 |
40,955 |
1.37% |
54,000 |
-448 |
0.111 |
N/A |
|
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MGK |
Vanguard Mega Cap 300 Gr In... |
20 |
- |
$277.92 |
$1,633,000 |
5,696 |
1.35% |
-11,000 |
-705 |
0.011 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
21 |
- |
$182.81 |
$1,602,000 |
8,882 |
1.33% |
236,000 |
-280 |
0.001 |
Internet Software & S... |
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SCPB |
Spdr Series Trust Term Corp... |
24 |
- |
$29.69 |
$1,363,000 |
45,773 |
1.13% |
-120,000 |
-4,091 |
0.004 |
Closed - End Fund - Debt |
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TSLA |
Tesla Motors Inc |
25 |
- |
$177.81 |
$1,130,000 |
6,430 |
0.94% |
-504,000 |
-367 |
0 |
Auto Manufacturers |
|
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PRF |
Invesco FTSE RAFI US |
27 |
- |
$36.69 |
$661,000 |
17,193 |
0.55% |
-66,000 |
-3,395 |
0.01 |
Closed - End Fund - E... |
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FB |
Meta Platforms Inc |
28 |
- |
$499.49 |
$604,000 |
1,243 |
0.5% |
106,000 |
-145 |
0 |
Internet Service Prov... |
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VO |
Vanguard Mid Cap VIPERS |
29 |
- |
$244.07 |
$425,000 |
1,701 |
0.35% |
14,000 |
-79 |
0.001 |
Closed - End Fund - E... |
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FFEB |
Ft Cboe Vest Us Equity Buff... |
30 |
- |
$0.00 |
$407,000 |
8,985 |
0.34% |
-47,000 |
-1,675 |
0.127 |
N/A |
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XDEC |
Ft Cboe Vest Us Equity Enh ... |
34 |
- |
$0.00 |
$321,000 |
9,113 |
0.27% |
-8,000 |
-510 |
0.067 |
N/A |
|
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IWD |
iShares Russell 1000 Value |
35 |
- |
$174.37 |
$290,000 |
1,619 |
0.24% |
-42,000 |
-381 |
0.001 |
Closed - End Fund - E... |
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ARKW |
Ark Etf Trust |
40 |
- |
$76.74 |
$248,000 |
2,974 |
0.21% |
22,000 |
-92 |
0.011 |
N/A |
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BUFR |
First Tr Exchng Traded Fd Vi |
41 |
- |
$0.00 |
$243,000 |
8,683 |
0.2% |
9,000 |
-115 |
0.01 |
N/A |
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XSEP |
Ft Cboe Vest Us Equity Enh ... |
42 |
- |
$0.00 |
$233,000 |
6,284 |
0.19% |
-258,000 |
-7,405 |
0.07 |
N/A |
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