Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of June 30, 2025

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 159 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.3 $20M 563k 36.04
American Centy Etf Tr Us Eqt Etf (AVUS) 6.4 $14M 138k 101.20
Dimensional Etf Trust Us Core Equity 1 (DCOR) 6.3 $14M 203k 67.14
Dimensional Etf Trust Intl Core Equity (DFIC) 5.1 $11M 360k 31.06
Pimco Etf Tr Multisector Bd (PYLD) 4.8 $10M 394k 26.39
Pimco Etf Tr Active Bd Etf (BOND) 4.3 $9.4M 103k 91.71
Eli Lilly & Co. (LLY) 3.1 $6.7M 8.6k 775.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $6.2M 11k 567.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $4.5M 185k 24.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.9 $4.2M 100k 42.26
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $4.2M 140k 29.76
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $3.8M 51k 73.94
Microsoft Corporation (MSFT) 1.7 $3.6M 7.4k 492.08
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.6 $3.5M 68k 51.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $3.1M 54k 56.97
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $3.0M 30k 100.37
Amazon (AMZN) 1.3 $2.9M 13k 220.46
Apple (AAPL) 1.2 $2.7M 13k 207.82
Procter & Gamble Company (PG) 1.2 $2.6M 16k 161.22
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.6M 4.1k 620.67
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $2.5M 37k 68.64
Ishares Tr TRS FLT RT BD (TFLO) 1.2 $2.5M 50k 50.47
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.4M 7.8k 307.55
NVIDIA Corporation (NVDA) 1.0 $2.3M 15k 153.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.1M 3.9k 546.94
Select Sector Spdr Tr Technology (XLK) 0.9 $1.9M 7.4k 250.96
Meta Platforms Cl A (META) 0.8 $1.8M 2.5k 719.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.8M 9.8k 183.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.8M 16k 108.97
American Centy Etf Tr Avantis All Eqt (AVGE) 0.8 $1.8M 23k 77.87
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 3.0k 564.66
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.7 $1.6M 29k 54.35
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.6M 25k 63.60
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.5M 7.5k 197.30
Ishares Tr Core Total Usd (IUSB) 0.6 $1.4M 30k 46.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.3M 16k 82.51
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $1.3M 27k 47.97
Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $1.2M 17k 72.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 1.9k 617.62
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $1.2M 11k 111.32
Visa Com Cl A (V) 0.5 $1.1M 3.2k 355.47
Automatic Data Processing (ADP) 0.5 $1.0M 3.2k 310.13
American Tower Reit (AMT) 0.5 $997k 4.4k 224.48
Eaton Corp SHS (ETN) 0.5 $993k 2.8k 355.04
Amphenol Corp Cl A (APH) 0.5 $988k 10k 97.39
Charles Schwab Corporation (SCHW) 0.4 $972k 11k 91.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $963k 19k 49.66
Vanguard Index Fds Value Etf (VTV) 0.4 $958k 5.4k 178.56
Ishares Core Msci Emkt (IEMG) 0.4 $952k 16k 60.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $913k 4.1k 225.11
Alphabet Cap Stk Cl A (GOOGL) 0.4 $862k 4.9k 175.84
TJX Companies (TJX) 0.4 $813k 6.5k 125.15
Etf Ser Solutions Distillate Us (DSTL) 0.4 $768k 14k 56.20
Alphabet Cap Stk Cl C (GOOG) 0.3 $747k 4.2k 176.91
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $694k 26k 26.99
Ishares Tr Core Msci Total (IXUS) 0.3 $678k 8.8k 77.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $676k 2.2k 303.99
Anthem (ELV) 0.3 $661k 1.7k 395.76
Cooper Cos (COO) 0.3 $649k 8.9k 72.81
Netflix (NFLX) 0.3 $646k 499.00 1293.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $645k 11k 59.84
Broadcom (AVGO) 0.3 $643k 2.4k 264.74
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $641k 2.3k 281.42
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $617k 20k 30.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $597k 6.7k 89.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $597k 3.1k 193.58
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $596k 5.5k 108.08
Ishares Tr U.s. Tech Etf (IYW) 0.3 $572k 3.3k 171.38
Cadence Design Systems (CDNS) 0.3 $565k 1.8k 309.46
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.3 $564k 3.2k 175.71
Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $557k 16k 35.77
Vanguard Index Fds Small Cp Etf (VB) 0.3 $549k 2.3k 239.44
Costco Wholesale Corporation (COST) 0.2 $543k 550.00 986.52
JPMorgan Chase & Co. (JPM) 0.2 $526k 1.8k 290.35
Blackstone Group Inc Com Cl A (BX) 0.2 $519k 3.4k 152.77
Iqvia Holdings (IQV) 0.2 $512k 3.2k 162.61
Welltower Inc Com reit (WELL) 0.2 $504k 3.3k 151.60
Zoetis Cl A (ZTS) 0.2 $498k 3.1k 159.21
Roper Industries (ROP) 0.2 $483k 844.00 572.71
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $458k 13k 35.43
Fair Isaac Corporation (FICO) 0.2 $448k 243.00 1843.18
Teledyne Technologies Incorporated (TDY) 0.2 $438k 857.00 511.57
Motorola Solutions Com New (MSI) 0.2 $438k 1.0k 425.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $427k 15k 28.92
Lam Research Corp Com New (LRCX) 0.2 $427k 4.4k 96.81
Labcorp Holdings Com Shs (LH) 0.2 $409k 1.5k 264.26
Ishares Tr S&p 100 Etf (OEF) 0.2 $393k 1.3k 303.42
Digital Realty Trust (DLR) 0.2 $382k 2.2k 171.25
Ecolab (ECL) 0.2 $377k 1.4k 272.61
Abbvie (ABBV) 0.2 $375k 2.0k 189.99
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $373k 7.0k 53.45
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $371k 8.7k 42.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $361k 16k 22.07
Caterpillar (CAT) 0.2 $359k 918.00 390.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $358k 2.7k 134.94
Kla Corp Com New (KLAC) 0.2 $348k 387.00 898.85
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $347k 14k 24.82
Arthur J. Gallagher & Co. (AJG) 0.2 $340k 1.1k 319.49
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.2 $336k 3.6k 94.33
Crown Castle Intl (CCI) 0.2 $331k 3.2k 103.72
Abbott Laboratories (ABT) 0.2 $331k 2.4k 136.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $331k 12k 27.05
NiSource (NI) 0.1 $323k 8.1k 40.06
Lpl Financial Holdings (LPLA) 0.1 $312k 835.00 373.05
Prologis (PLD) 0.1 $310k 2.9k 106.58
Equinix (EQIX) 0.1 $309k 388.00 795.38
Simon Property (SPG) 0.1 $304k 1.9k 164.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $304k 6.1k 49.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $303k 1.3k 236.81
Ishares Tr Mbs Etf (MBB) 0.1 $300k 3.2k 93.47
International Business Machines (IBM) 0.1 $300k 1.0k 291.20
Broadridge Financial Solutions (BR) 0.1 $299k 1.2k 244.73
Intuitive Surgical Com New (ISRG) 0.1 $292k 542.00 537.99
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $291k 5.7k 51.21
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $290k 2.9k 101.28
Jabil Circuit (JBL) 0.1 $288k 1.3k 216.14
Ishares Gold Tr Ishares New (IAU) 0.1 $288k 4.6k 62.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $287k 3.7k 78.35
Heico Corp Cl A (HEI.A) 0.1 $282k 1.1k 252.24
salesforce (CRM) 0.1 $278k 1.0k 271.91
W.W. Grainger (GWW) 0.1 $277k 263.00 1052.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $275k 562.00 489.85
Ishares Tr Exponential Tech (XT) 0.1 $275k 4.2k 65.04
Hershey Company (HSY) 0.1 $272k 1.5k 175.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $270k 2.7k 100.16
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $266k 2.4k 112.65
Gartner (IT) 0.1 $266k 653.00 406.70
Houlihan Lokey Cl A (HLI) 0.1 $265k 1.5k 181.55
Adobe Systems Incorporated (ADBE) 0.1 $264k 674.00 392.10
3M Company (MMM) 0.1 $261k 1.7k 153.80
Sila Realty Trust Common Stock (SILA) 0.1 $258k 11k 23.47
W.R. Berkley Corporation (WRB) 0.1 $253k 3.5k 72.86
American Centy Etf Tr Avantis All Int (AVNM) 0.1 $251k 3.8k 65.32
Ametek (AME) 0.1 $248k 1.4k 183.06
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $247k 11k 23.59
Accenture Plc Ireland Shs Class A (ACN) 0.1 $242k 800.00 302.62
Coca-Cola Company (KO) 0.1 $241k 3.4k 71.67
Verisk Analytics (VRSK) 0.1 $239k 764.00 312.95
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $237k 3.5k 67.01
Emcor (EME) 0.1 $235k 443.00 530.88
Flex Ord (FLEX) 0.1 $233k 4.8k 48.49
Kimberly-Clark Corporation (KMB) 0.1 $231k 1.8k 131.61
At&t (T) 0.1 $231k 8.0k 28.88
Ishares Tr Core Intl Aggr (IAGG) 0.1 $230k 4.5k 51.15
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $226k 4.3k 52.73
Ss&c Technologies Holding (SSNC) 0.1 $226k 2.7k 83.32
Monolithic Power Systems (MPWR) 0.1 $223k 298.00 746.97
Home Depot (HD) 0.1 $222k 594.00 373.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $220k 5.4k 40.44
Wabtec Corporation (WAB) 0.1 $219k 1.0k 209.34
Lockheed Martin Corporation (LMT) 0.1 $219k 469.00 466.41
Palo Alto Networks (PANW) 0.1 $215k 1.1k 197.58
Alliant Energy Corporation (LNT) 0.1 $214k 3.5k 61.36
Monster Beverage Corp (MNST) 0.1 $213k 3.4k 63.54
EOG Resources (EOG) 0.1 $207k 1.7k 121.19
Equifax (EFX) 0.1 $205k 775.00 263.94
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $201k 3.8k 52.60
Vimeo Common Stock (VMEO) 0.0 $42k 11k 4.04
Hudson Pacific Properties (HPP) 0.0 $33k 12k 2.74