Portfolio (Quarterly)
Guide ↗
Echo Wealth Management, LLC
· CIK 0001846994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 8,043.0 | $313K | 0.18% | NEW | — | $38.96 | +7.4% |
| 2 | AVDV | AMERICAN CENTY ETF TR | — | 2,862.0 | $286K | 0.17% | NEW | — | $99.86 | +10.3% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | — | 3,500.0 | $205K | 0.12% | NEW | — | $58.54 | -0.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.4%
Consumer Cyclical
22.6%
Consumer Defensive
15.2%
Financial Services
7.9%
Communication Services
5.6%
Healthcare
4.3%
Basic Materials
3.6%
Industrials
2.5%