Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of March 31, 2025

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 159 positions in its portfolio as reported in the March 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) 10.4 $19M 574k 32.99
Dimensional Etf Trust Us Core Equity 1 (DCOR) 6.9 $13M 204k 61.33
Dimensional Etf Trust Intl Core Equity (DFIC) 5.6 $10M 367k 27.77
Eli Lilly & Co. (LLY) 4.0 $7.2M 8.7k 825.92
American Centy Etf Tr Us Eqt Etf (AVUS) 3.9 $7.0M 76k 92.38
Pimco Etf Tr Multisector Bd (PYLD) 3.7 $6.7M 253k 26.35
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.0 $5.4M 128k 42.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $5.2M 10k 513.91
Pimco Etf Tr Active Bd Etf (BOND) 2.4 $4.3M 46k 92.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.3 $4.2M 192k 22.08
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $3.8M 142k 26.46
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.7 $3.1M 67k 46.02
Microsoft Corporation (MSFT) 1.6 $2.8M 7.5k 375.37
Procter & Gamble Company (PG) 1.5 $2.8M 17k 170.42
Apple (AAPL) 1.5 $2.8M 13k 222.13
Amazon (AMZN) 1.4 $2.6M 14k 190.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $2.6M 50k 50.83
Ishares Tr Core S&p500 Etf (IVV) 1.3 $2.4M 4.3k 561.90
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.3M 7.9k 288.14
Ishares Tr Core Total Usd (IUSB) 1.1 $2.0M 43k 46.08
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.0M 42k 47.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.9M 11k 170.89
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.8M 20k 92.83
Mastercard Incorporated Cl A (MA) 1.0 $1.7M 3.2k 548.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.7M 3.5k 468.87
NVIDIA Corporation (NVDA) 0.9 $1.6M 15k 108.38
Meta Platforms Cl A (META) 0.9 $1.5M 2.7k 576.47
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.8 $1.5M 31k 48.76
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $1.4M 22k 66.27
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.4M 22k 65.76
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.3M 7.0k 190.58
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.3M 16k 82.73
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.2M 12k 100.62
Visa Com Cl A (V) 0.7 $1.2M 3.4k 350.46
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.2M 12k 100.00
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.2M 20k 58.94
American Tower Reit (AMT) 0.6 $1.2M 5.4k 217.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $1.1M 18k 60.17
Automatic Data Processing (ADP) 0.6 $1.0M 3.3k 305.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $957k 1.7k 559.34
Vanguard Index Fds Value Etf (VTV) 0.5 $905k 5.2k 172.74
Charles Schwab Corporation (SCHW) 0.5 $835k 11k 78.28
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $828k 16k 50.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $811k 18k 45.26
TJX Companies (TJX) 0.4 $806k 6.6k 121.80
Cooper Cos (COO) 0.4 $757k 9.0k 84.35
Eaton Corp SHS (ETN) 0.4 $750k 2.8k 271.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $703k 25k 28.15
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $693k 26k 26.26
Alphabet Cap Stk Cl A (GOOGL) 0.4 $691k 4.5k 154.63
Alphabet Cap Stk Cl C (GOOG) 0.4 $684k 4.4k 156.23
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $672k 20k 33.14
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $668k 2.6k 258.61
Amphenol Corp Cl A (APH) 0.4 $664k 10k 65.59
Etf Ser Solutions Distillate Us (DSTL) 0.3 $629k 12k 54.24
Ishares Tr Core Msci Total (IXUS) 0.3 $627k 9.0k 69.81
Zoetis Cl A (ZTS) 0.3 $606k 3.7k 164.65
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $588k 3.4k 174.04
Costco Wholesale Corporation (COST) 0.3 $580k 613.00 946.25
Iqvia Holdings (IQV) 0.3 $566k 3.2k 176.30
Ishares Tr U.s. Tech Etf (IYW) 0.3 $564k 4.0k 140.44
Ishares Tr Mbs Etf (MBB) 0.3 $559k 6.0k 93.78
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.3 $551k 11k 50.54
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $549k 24k 23.16
Vanguard Index Fds Small Cp Etf (VB) 0.3 $548k 2.5k 221.75
Ishares Msci Emrg Chn (EMXC) 0.3 $532k 9.7k 55.09
Netflix (NFLX) 0.3 $527k 565.00 932.53
Welltower Inc Com reit (WELL) 0.3 $524k 3.4k 153.21
Ishares Core Msci Emkt (IEMG) 0.3 $511k 9.5k 53.97
Roper Industries (ROP) 0.3 $499k 846.00 589.58
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $480k 2.8k 172.26
Blackstone Group Inc Com Cl A (BX) 0.3 $476k 3.4k 139.78
JPMorgan Chase & Co. (JPM) 0.3 $466k 1.9k 245.25
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.3 $461k 8.8k 52.25
Teledyne Technologies Incorporated (TDY) 0.2 $441k 886.00 497.53
Abbvie (ABBV) 0.2 $427k 2.0k 209.49
Cadence Design Systems (CDNS) 0.2 $409k 1.6k 254.33
Constellation Brands Cl A (STZ) 0.2 $408k 2.2k 183.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $383k 14k 27.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $376k 9.6k 39.37
W.R. Berkley Corporation (WRB) 0.2 $368k 5.2k 71.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $367k 7.0k 52.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $366k 15k 25.04
Labcorp Holdings Com Shs (LH) 0.2 $360k 1.5k 232.74
Sila Realty Trust Common Stock (SILA) 0.2 $356k 13k 26.71
Arthur J. Gallagher & Co. (AJG) 0.2 $353k 1.0k 345.24
Ecolab (ECL) 0.2 $352k 1.4k 253.52
Equinix (EQIX) 0.2 $350k 429.00 815.35
Simon Property (SPG) 0.2 $330k 2.0k 166.05
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $330k 14k 23.61
Fair Isaac Corporation (FICO) 0.2 $328k 178.00 1844.16
Lam Research Corp Com New (LRCX) 0.2 $327k 4.5k 72.70
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $324k 2.9k 111.49
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $324k 2.7k 121.91
NiSource (NI) 0.2 $323k 8.1k 40.09
Broadcom (AVGO) 0.2 $314k 1.9k 167.43
Lpl Financial Holdings (LPLA) 0.2 $314k 960.00 327.14
Crown Castle Intl (CCI) 0.2 $311k 3.0k 104.23
Prologis (PLD) 0.2 $309k 2.8k 111.79
Ishares Tr Short Treas Bd (SHV) 0.2 $308k 2.8k 110.46
Digital Realty Trust (DLR) 0.2 $307k 2.1k 143.29
Caterpillar (CAT) 0.2 $306k 928.00 329.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $300k 562.00 532.83
Broadridge Financial Solutions (BR) 0.2 $298k 1.2k 242.46
Ishares Gold Tr Ishares New (IAU) 0.2 $297k 5.0k 58.96
Ishares Tr Exponential Tech (XT) 0.2 $291k 5.1k 57.56
Home Depot (HD) 0.2 $287k 783.00 366.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $287k 3.2k 90.54
Intuitive Surgical Com New (ISRG) 0.2 $282k 569.00 495.27
Gartner (IT) 0.2 $277k 661.00 419.74
Abbott Laboratories (ABT) 0.2 $277k 2.1k 132.67
Ametek (AME) 0.2 $276k 1.6k 172.14
salesforce (CRM) 0.2 $274k 1.0k 268.36
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $273k 1.4k 202.13
W.W. Grainger (GWW) 0.1 $270k 273.00 987.83
Kla Corp Com New (KLAC) 0.1 $267k 393.00 679.80
Ishares Tr S&p 100 Etf (OEF) 0.1 $265k 980.00 270.83
Kimberly-Clark Corporation (KMB) 0.1 $265k 1.9k 142.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $262k 5.1k 51.55
UnitedHealth (UNH) 0.1 $259k 495.00 523.75
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $258k 11k 23.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $256k 13k 19.78
International Business Machines (IBM) 0.1 $256k 1.0k 248.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $250k 909.00 274.97
3M Company (MMM) 0.1 $250k 1.7k 146.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $250k 800.00 312.04
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $248k 6.8k 36.29
Coca-Cola Company (KO) 0.1 $246k 3.4k 71.62
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $244k 2.4k 103.75
Hershey Company (HSY) 0.1 $239k 1.4k 170.98
Houlihan Lokey Cl A (HLI) 0.1 $239k 1.5k 161.50
Heico Corp Cl A (HEI.A) 0.1 $238k 1.1k 210.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $237k 4.9k 48.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $233k 8.0k 29.12
Ss&c Technologies Holding (SSNC) 0.1 $232k 2.8k 83.53
Brown & Brown (BRO) 0.1 $232k 1.9k 124.40
S&p Global (SPGI) 0.1 $230k 453.00 508.10
At&t (T) 0.1 $229k 8.1k 28.28
Alliant Energy Corporation (LNT) 0.1 $229k 3.6k 64.35
Verisk Analytics (VRSK) 0.1 $228k 765.00 297.62
Monster Beverage Corp (MNST) 0.1 $226k 3.9k 58.52
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $225k 6.2k 36.41
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $221k 8.2k 26.94
Boston Scientific Corporation (BSX) 0.1 $221k 2.2k 100.88
Motorola Solutions Com New (MSI) 0.1 $220k 503.00 437.81
Extra Space Storage (EXR) 0.1 $217k 1.5k 148.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $217k 2.8k 78.28
Public Storage (PSA) 0.1 $214k 716.00 299.29
Adobe Systems Incorporated (ADBE) 0.1 $212k 553.00 383.53
Pool Corporation (POOL) 0.1 $212k 665.00 318.35
Lockheed Martin Corporation (LMT) 0.1 $210k 471.00 446.61
Anthem (ELV) 0.1 $208k 479.00 434.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $206k 2.4k 87.17
Sun Communities (SUI) 0.1 $204k 1.6k 128.64
EOG Resources (EOG) 0.1 $201k 1.6k 128.24
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $201k 4.3k 46.57
Palo Alto Networks (PANW) 0.1 $200k 1.2k 170.64
Barings Bdc (BBDC) 0.1 $127k 13k 9.54
Vimeo Common Stock (VMEO) 0.0 $55k 11k 5.26