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DAVID REICHERT

@Echo45 Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$152.309MTotal holdings52
Assets growth rate-0.92%Assets growth rate (2-Q avg)3.55%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Echo45 Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Echo45 Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 152.309M in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by DAVID REICHERT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Increased 25.54%
12.34%
$18.787M
391,396 shares@ $48.01 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 110.87%
11.64%
$17.723M
100,513 shares@ $176.33 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 19.61%
7.43%
$11.309M
146,491 shares@ $77.2 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Decreased -25.95%
6.78%
$10.312M
790,202 shares@ $13.06 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 12.53%
5.84%
$8.892M
152,890 shares@ $58.16 avg price
SJNKSpdr Ser Tr
Recent Activity
Decreased -22.11%
5.58%
$8.495M
334,704 shares@ $25.39 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 16.57%
5.35%
$8.141M
184,440 shares@ $44.15 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -25.18%
4.45%
$6.772M
31,725 shares@ $213.46 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -25.14%
4.23%
$6.434M
15,063 shares@ $427.18 avg price
VXFVanguard Index Fds
Recent Activity
Increased 4.84%
3.4%
$5.172M
26,695 shares@ $193.74 avg price