Echo45 Advisors LLC

Q1 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    52

  • Value ($000)

    $149,494

  • Date Filed
    04/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$19.08M
13 %

375,299

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.43M
12 %

100,599

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$11.30M
8 %

144,395

PDBC
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
$10.49M
7 %

769,593

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$8.84M
6 %

150,687

KRE
KRE

SPDR SER TR

BLOOMBERG SHT TE
$8.33M
6 %

330,937

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$8.15M
6 %

180,071

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$6.28M
4 %

14,963

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$6.09M
4 %

31,532

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$4.97M
3 %

30,972

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