Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of Dec. 31, 2023

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 18.0 $26M 44k 582.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.6 $9.3M 320k 29.23
Microsoft Corporation (MSFT) 5.9 $8.4M 22k 376.05
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $5.8M 136k 42.40
Dimensional Etf Trust Intl Core Equity (DFIC) 3.5 $5.0M 196k 25.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $4.8M 86k 56.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $3.8M 8.7k 436.81
Procter & Gamble Company (PG) 2.4 $3.3M 23k 146.54
Ishares Tr Core S&p500 Etf (IVV) 2.2 $3.2M 6.6k 477.63
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.0 $2.8M 74k 37.72
Dimensional Etf Trust Short Duration F (DFSD) 1.7 $2.5M 52k 47.01
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.6 $2.3M 43k 53.48
Apple (AAPL) 1.4 $2.0M 11k 192.53
Amazon (AMZN) 1.4 $2.0M 13k 151.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.9M 40k 47.90
Mastercard Incorporated Cl A (MA) 1.3 $1.8M 4.3k 426.52
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.7M 9.1k 191.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $1.5M 62k 24.96
American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $1.5M 19k 81.55
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.5M 18k 82.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.4M 3.5k 409.57
Etf Ser Solutions Distillate Us (DSTL) 0.9 $1.2M 25k 49.37
Cdw (CDW) 0.8 $1.2M 5.2k 227.34
American Tower Reit (AMT) 0.8 $1.1M 5.3k 215.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.1M 6.5k 168.54
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $1.0M 36k 29.12
Iqvia Holdings (IQV) 0.7 $1.0M 4.4k 231.38
Charles Schwab Corporation (SCHW) 0.7 $1.0M 15k 68.80
Vanguard Index Fds Value Etf (VTV) 0.7 $1.0M 6.7k 149.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1000k 6.8k 147.14
TJX Companies (TJX) 0.7 $993k 11k 93.81
Abbott Laboratories (ABT) 0.7 $978k 8.9k 110.07
Dbx Etf Tr Xtrack Usd High (HYLB) 0.6 $896k 25k 35.55
Zoetis Cl A (ZTS) 0.6 $885k 4.5k 197.38
Automatic Data Processing (ADP) 0.6 $869k 3.7k 233.00
Eaton Corp SHS (ETN) 0.6 $844k 3.5k 240.82
Cooper Cos Com New 0.6 $819k 2.2k 378.44
Amphenol Corp Cl A (APH) 0.6 $818k 8.3k 99.13
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $815k 14k 60.43
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $792k 37k 21.18
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $778k 8.0k 96.85
Nike CL B (NKE) 0.5 $774k 7.1k 108.58
Visa Com Cl A (V) 0.5 $754k 2.9k 260.35
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $741k 26k 28.61
Vanguard Index Fds Small Cp Etf (VB) 0.5 $705k 3.3k 213.33
NVIDIA Corporation (NVDA) 0.5 $697k 1.4k 495.23
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $676k 2.9k 232.64
Alphabet Cap Stk Cl C (GOOG) 0.5 $645k 4.6k 140.93
Constellation Brands Cl A (STZ) 0.5 $642k 2.7k 241.75
Meta Platforms Cl A (META) 0.5 $641k 1.8k 353.96
Aptiv SHS (APTV) 0.4 $584k 6.5k 89.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $558k 1.2k 475.47
Ishares Tr Core Msci Total (IXUS) 0.4 $540k 8.3k 64.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $533k 15k 35.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $529k 5.0k 104.92
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.4 $529k 3.6k 145.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $495k 12k 41.10
UnitedHealth (UNH) 0.3 $491k 933.00 526.47
Stericycle (SRCL) 0.3 $466k 9.4k 49.56
Ishares Tr Eafe Value Etf (EFV) 0.3 $444k 8.5k 52.10
Ishares Tr Core Total Usd (IUSB) 0.3 $443k 9.6k 46.07
Adobe Systems Incorporated (ADBE) 0.3 $439k 736.00 596.60
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $439k 18k 25.14
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $429k 10k 42.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $410k 2.5k 164.42
Blackstone Group Inc Com Cl A (BX) 0.3 $393k 3.0k 130.92
Illumina (ILMN) 0.3 $372k 2.7k 139.24
Alphabet Cap Stk Cl A (GOOGL) 0.3 $364k 2.6k 139.69
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $352k 1.5k 227.29
Ishares Tr Exponential Tech (XT) 0.2 $351k 5.9k 59.87
Simon Property (SPG) 0.2 $350k 2.5k 142.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $346k 4.2k 82.95
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $337k 12k 28.78
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $332k 11k 31.19
Prologis (PLD) 0.2 $327k 2.5k 133.30
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $316k 14k 22.74
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $315k 12k 25.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $314k 5.4k 58.33
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $312k 2.2k 143.64
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $312k 12k 25.66
Gartner (IT) 0.2 $311k 689.00 451.11
Ishares Tr Faln Angls Usd (FALN) 0.2 $301k 11k 26.40
Ishares Tr Morningstar Grwt (ILCG) 0.2 $299k 4.4k 67.82
McDonald's Corporation (MCD) 0.2 $297k 1.0k 296.51
Costco Wholesale Corporation (COST) 0.2 $293k 444.00 660.08
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $291k 2.8k 105.23
Clorox Company (CLX) 0.2 $285k 2.0k 142.59
Welltower Inc Com reit (WELL) 0.2 $279k 3.1k 90.17
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $272k 11k 25.98
JPMorgan Chase & Co. (JPM) 0.2 $272k 1.6k 170.10
Abbvie (ABBV) 0.2 $272k 1.8k 154.97
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $263k 9.7k 27.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $262k 7.7k 34.01
Wal-Mart Stores (WMT) 0.2 $261k 1.7k 157.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $260k 3.4k 76.13
Ametek (AME) 0.2 $260k 1.6k 164.89
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $259k 4.2k 61.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $256k 4.5k 56.39
Verisk Analytics (VRSK) 0.2 $255k 1.1k 238.86
Caterpillar (CAT) 0.2 $255k 861.00 295.67
Digital Realty Trust (DLR) 0.2 $253k 1.9k 134.58
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $252k 2.8k 89.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $251k 3.3k 75.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $249k 5.2k 47.49
Pool Corporation (POOL) 0.2 $240k 603.00 398.71
Ross Stores (ROST) 0.2 $237k 1.7k 138.39
Netflix (NFLX) 0.2 $236k 484.00 486.88
Broadridge Financial Solutions (BR) 0.2 $235k 1.1k 205.75
J.B. Hunt Transport Services (JBHT) 0.2 $233k 1.2k 199.74
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $232k 8.1k 28.56
Lam Research Corporation (LRCX) 0.2 $229k 292.00 783.26
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $226k 4.4k 51.83
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $218k 2.0k 108.25
Intuitive Surgical Com New (ISRG) 0.2 $217k 643.00 337.36
NiSource (NI) 0.2 $214k 8.1k 26.55
salesforce (CRM) 0.1 $213k 808.00 263.14
Ishares Core Msci Emkt (IEMG) 0.1 $213k 4.2k 50.58
Coca-Cola Company (KO) 0.1 $212k 3.6k 58.93
W.R. Berkley Corporation (WRB) 0.1 $212k 3.0k 70.72
ConocoPhillips (COP) 0.1 $211k 1.8k 116.07
Realty Income (O) 0.1 $210k 3.7k 57.42
Equinix (EQIX) 0.1 $207k 257.00 805.39
Teledyne Technologies Incorporated (TDY) 0.1 $206k 461.00 446.29
Mongodb Cl A (MDB) 0.1 $202k 493.00 408.85
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $201k 2.2k 92.45
Cadence Design Systems (CDNS) 0.1 $201k 738.00 272.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $200k 562.00 356.66
Barings Bdc (BBDC) 0.1 $131k 15k 8.58
Meta Materials 0.0 $4.3k 66k 0.07