Echo45 Advisors LLC

Q4 2024 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    52

  • Value ($000)

    $152,309

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001908617
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$18.79M
12 %

391,396

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$17.72M
12 %

100,513

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$11.31M
7 %

146,491

PDBC
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$10.31M
7 %

790,202

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$8.89M
6 %

152,890

KRE
KRE

SPDR SER TR

BLOOMBERG SHT TE
78468R408
$8.49M
6 %

334,704

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$8.14M
5 %

184,440

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$6.77M
4 %

31,725

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$6.43M
4 %

15,063

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$5.17M
3 %

26,695

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