Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of Dec. 31, 2024

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 159 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.9 $20M 580k 34.59
Dimensional Etf Trust Us Core Equity 1 (DCOR) 7.1 $13M 203k 64.16
Eli Lilly & Co. (LLY) 5.7 $11M 14k 771.98
Dimensional Etf Trust Intl Core Equity (DFIC) 5.2 $9.6M 370k 25.84
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.0 $5.5M 133k 41.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $5.3M 9.8k 538.81
Pimco Etf Tr Multisector Bd (PYLD) 2.9 $5.3M 203k 25.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $4.6M 196k 23.18
Ishares Tr Core S&p500 Etf (IVV) 2.2 $4.0M 6.8k 588.68
Pimco Etf Tr Active Bd Etf (BOND) 2.1 $3.8M 42k 90.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.0 $3.7M 140k 26.19
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.8 $3.3M 67k 49.96
Microsoft Corporation (MSFT) 1.8 $3.3M 7.7k 421.51
Apple (AAPL) 1.7 $3.2M 13k 250.41
American Centy Etf Tr Us Eqt Etf (AVUS) 1.7 $3.1M 32k 96.93
Amazon (AMZN) 1.7 $3.1M 14k 219.38
Procter & Gamble Company (PG) 1.5 $2.8M 17k 167.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.4M 50k 47.82
Ishares Tr Core Total Usd (IUSB) 1.2 $2.2M 49k 45.20
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $2.2M 21k 101.53
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.0M 43k 46.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.9M 11k 178.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.8M 3.6k 511.17
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.8M 18k 96.83
Mastercard Incorporated Cl A (MA) 1.0 $1.8M 3.3k 526.57
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $1.7M 34k 51.25
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.7M 7.1k 242.13
NVIDIA Corporation (NVDA) 0.9 $1.7M 13k 134.29
Meta Platforms Cl A (META) 0.9 $1.6M 2.8k 585.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.5M 22k 68.94
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.4M 26k 52.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.3M 16k 81.98
Visa Com Cl A (V) 0.6 $1.1M 3.5k 316.04
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.1M 5.6k 190.88
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.0M 17k 61.37
Automatic Data Processing (ADP) 0.5 $1.0M 3.4k 292.73
American Tower Reit (AMT) 0.5 $967k 5.3k 183.41
Eaton Corp SHS (ETN) 0.5 $928k 2.8k 331.87
Vanguard Index Fds Value Etf (VTV) 0.5 $879k 5.2k 169.30
Alphabet Cap Stk Cl C (GOOG) 0.5 $855k 4.5k 190.44
TJX Companies (TJX) 0.5 $846k 7.0k 120.81
Cooper Cos (COO) 0.5 $844k 9.2k 91.93
Alphabet Cap Stk Cl A (GOOGL) 0.5 $839k 4.4k 189.30
Charles Schwab Corporation (SCHW) 0.4 $825k 11k 74.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $817k 27k 30.78
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $761k 23k 33.79
Amphenol Corp Cl A (APH) 0.4 $743k 11k 69.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $742k 17k 44.04
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $732k 2.8k 264.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $695k 1.2k 585.99
Ishares Tr Mbs Etf (MBB) 0.4 $691k 7.5k 91.68
Ishares Tr U.s. Tech Etf (IYW) 0.4 $689k 4.3k 159.52
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $679k 27k 25.54
Iqvia Holdings (IQV) 0.4 $662k 3.4k 196.51
Ishares Msci Emrg Chn (EMXC) 0.4 $654k 12k 55.45
Vanguard Index Fds Small Cp Etf (VB) 0.4 $652k 2.7k 240.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $637k 11k 58.79
Etf Ser Solutions Distillate Us (DSTL) 0.3 $635k 12k 54.92
Zoetis Cl A (ZTS) 0.3 $631k 3.9k 162.93
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.3 $614k 12k 52.32
Ishares Tr Core Msci Total (IXUS) 0.3 $603k 9.1k 66.14
Costco Wholesale Corporation (COST) 0.3 $598k 652.00 916.69
Blackstone Group Inc Com Cl A (BX) 0.3 $586k 3.4k 172.42
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $570k 3.5k 165.21
Netflix (NFLX) 0.3 $547k 614.00 891.32
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $542k 24k 22.70
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $523k 2.8k 189.98
Constellation Brands Cl A (STZ) 0.3 $515k 2.3k 221.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $507k 2.4k 210.45
Ishares Tr Morningstar Grwt (ILCG) 0.3 $505k 5.6k 89.60
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $500k 4.8k 103.30
Cadence Design Systems (CDNS) 0.2 $458k 1.5k 300.46
JPMorgan Chase & Co. (JPM) 0.2 $457k 1.9k 239.71
Roper Industries (ROP) 0.2 $453k 872.00 519.85
Welltower Inc Com reit (WELL) 0.2 $446k 3.5k 126.03
Abbvie (ABBV) 0.2 $440k 2.5k 177.70
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $419k 4.6k 91.43
Simon Property (SPG) 0.2 $417k 2.4k 172.18
Teledyne Technologies Incorporated (TDY) 0.2 $409k 882.00 464.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $407k 15k 27.87
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $379k 7.3k 52.02
Fair Isaac Corporation (FICO) 0.2 $378k 190.00 1990.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $378k 9.9k 38.37
Illumina (ILMN) 0.2 $375k 2.8k 133.63
Digital Realty Trust (DLR) 0.2 $369k 2.1k 177.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $361k 13k 27.32
Equinix (EQIX) 0.2 $357k 379.00 942.89
Broadcom (AVGO) 0.2 $357k 1.5k 231.84
Lam Research Corp Com New (LRCX) 0.2 $356k 4.9k 72.23
Labcorp Holdings Com Shs (LH) 0.2 $355k 1.5k 229.32
Caterpillar (CAT) 0.2 $353k 973.00 362.76
salesforce (CRM) 0.2 $347k 1.0k 334.33
Ecolab (ECL) 0.2 $340k 1.4k 234.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $336k 2.6k 128.82
Gartner (IT) 0.2 $334k 689.00 484.47
Ishares Core Msci Emkt (IEMG) 0.2 $334k 6.4k 52.22
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $331k 14k 23.68
Sila Realty Trust Common Stock (SILA) 0.2 $324k 13k 24.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $317k 3.6k 87.33
W.R. Berkley Corporation (WRB) 0.2 $314k 5.4k 58.52
Home Depot (HD) 0.2 $313k 805.00 388.97
Lpl Financial Holdings (LPLA) 0.2 $313k 958.00 326.51
Ishares Tr Exponential Tech (XT) 0.2 $311k 5.2k 59.66
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $311k 1.5k 206.92
Prologis (PLD) 0.2 $297k 2.8k 105.70
NiSource (NI) 0.2 $296k 8.1k 36.76
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $295k 9.4k 31.44
Ametek (AME) 0.2 $289k 1.6k 180.26
W.W. Grainger (GWW) 0.2 $288k 273.00 1054.05
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $288k 5.5k 52.60
Accenture Plc Ireland Shs Class A (ACN) 0.2 $281k 800.00 351.79
Broadridge Financial Solutions (BR) 0.2 $278k 1.2k 226.09
Intuitive Surgical Com New (ISRG) 0.1 $271k 520.00 521.96
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $266k 7.4k 36.08
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $260k 11k 23.27
UnitedHealth (UNH) 0.1 $260k 513.00 505.86
Kla Corp Com New (KLAC) 0.1 $259k 411.00 630.12
Houlihan Lokey Cl A (HLI) 0.1 $257k 1.5k 173.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $255k 562.00 453.28
Wabtec Corporation (WAB) 0.1 $251k 1.3k 189.59
Lennox International (LII) 0.1 $249k 408.00 609.30
Adobe Systems Incorporated (ADBE) 0.1 $248k 557.00 444.68
Kimberly-Clark Corporation (KMB) 0.1 $246k 1.9k 131.04
Hershey Company (HSY) 0.1 $243k 1.4k 169.34
Motorola Solutions Com New (MSI) 0.1 $242k 523.00 462.23
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $241k 9.1k 26.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $239k 13k 18.50
Arista Networks Com Shs (ANET) 0.1 $237k 2.1k 110.53
Arthur J. Gallagher & Co. (AJG) 0.1 $237k 835.00 283.85
Abbott Laboratories (ABT) 0.1 $236k 2.1k 113.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $236k 6.9k 34.13
Crown Castle Intl (CCI) 0.1 $235k 2.6k 90.76
Tesla Motors (TSLA) 0.1 $233k 577.00 404.17
Lockheed Martin Corporation (LMT) 0.1 $229k 471.00 485.94
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $229k 9.1k 25.23
Pool Corporation (POOL) 0.1 $227k 665.00 340.94
International Business Machines (IBM) 0.1 $226k 1.0k 219.83
Godaddy Cl A (GDDY) 0.1 $222k 1.1k 197.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $221k 2.3k 96.53
West Pharmaceutical Services (WST) 0.1 $220k 672.00 327.56
3M Company (MMM) 0.1 $219k 1.7k 129.07
Coca-Cola Company (KO) 0.1 $218k 3.5k 62.26
Public Storage (PSA) 0.1 $214k 716.00 299.44
Palo Alto Networks (PANW) 0.1 $213k 1.2k 181.96
Verisk Analytics (VRSK) 0.1 $211k 765.00 275.43
Ss&c Technologies Holding (SSNC) 0.1 $211k 2.8k 75.78
Monster Beverage Corp (MNST) 0.1 $211k 4.0k 52.56
Heico Corp Cl A (HEI.A) 0.1 $210k 1.1k 186.08
Alliant Energy Corporation (LNT) 0.1 $210k 3.6k 59.14
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $208k 3.8k 54.36
Ross Stores (ROST) 0.1 $208k 1.4k 151.27
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $205k 2.8k 74.02
Boston Scientific Corporation (BSX) 0.1 $205k 2.3k 89.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $204k 1.0k 197.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $204k 4.2k 49.05
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $203k 3.8k 53.05
Equifax (EFX) 0.1 $200k 785.00 254.85
Barings Bdc (BBDC) 0.1 $127k 13k 9.57
Vimeo Common Stock (VMEO) 0.0 $67k 11k 6.40