Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of March 31, 2024

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 149 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 19.2 $33M 43k 760.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.3 $11M 334k 31.82
Microsoft Corporation (MSFT) 5.6 $9.5M 22k 424.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.6 $6.2M 148k 41.71
Dimensional Etf Trust Intl Core Equity (DFIC) 3.4 $5.8M 216k 26.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $5.3M 11k 480.08
Ishares Tr Core S&p500 Etf (IVV) 2.8 $4.8M 9.1k 524.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $4.4M 71k 61.98
Dimensional Etf Trust Us Core Equity 1 (DCOR) 2.1 $3.6M 61k 58.44
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.8 $3.0M 72k 42.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $2.7M 54k 49.97
Procter & Gamble Company (PG) 1.6 $2.6M 17k 160.58
Amazon (AMZN) 1.4 $2.4M 14k 180.97
Dimensional Etf Trust Short Duration F (DFSD) 1.4 $2.4M 51k 46.99
Mastercard Incorporated Cl A (MA) 1.2 $2.0M 4.1k 478.40
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $1.8M 70k 25.58
Apple (AAPL) 1.0 $1.8M 10k 170.03
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.7M 19k 89.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.6M 3.6k 445.01
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.5M 7.4k 207.82
Ishares Tr Core Total Usd (IUSB) 0.8 $1.4M 31k 45.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $1.4M 17k 81.34
NVIDIA Corporation (NVDA) 0.8 $1.4M 1.5k 903.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.2M 7.5k 163.87
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $1.2M 6.3k 183.11
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.1M 11k 103.40
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $1.1M 42k 25.54
Eaton Corp SHS (ETN) 0.6 $1.1M 3.4k 312.03
American Tower Reit (AMT) 0.6 $1.1M 5.5k 193.01
Vanguard Index Fds Value Etf (VTV) 0.6 $1.1M 6.5k 162.23
Iqvia Holdings (IQV) 0.6 $1.0M 4.2k 248.87
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.0M 34k 29.81
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.6 $1.0M 23k 44.40
Meta Platforms Cl A (META) 0.6 $1.0M 2.0k 491.35
Charles Schwab Corporation (SCHW) 0.6 $994k 14k 72.37
TJX Companies (TJX) 0.6 $990k 9.9k 99.70
Etf Ser Solutions Distillate Us (DSTL) 0.6 $982k 18k 53.66
Visa Com Cl A (V) 0.6 $947k 3.4k 278.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $940k 11k 84.57
Cdw (CDW) 0.6 $938k 3.7k 253.06
Cooper Cos (COO) 0.5 $919k 9.3k 99.24
Automatic Data Processing (ADP) 0.5 $894k 3.6k 245.31
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $889k 14k 63.46
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.5 $866k 16k 52.83
Amphenol Corp Cl A (APH) 0.5 $837k 7.3k 114.05
Alphabet Cap Stk Cl C (GOOG) 0.5 $769k 4.9k 156.50
Constellation Brands Cl A (STZ) 0.5 $762k 2.9k 266.00
Vanguard Index Fds Small Cp Etf (VB) 0.4 $736k 3.2k 226.63
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $726k 3.9k 185.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $725k 17k 41.94
Zoetis Cl A (ZTS) 0.4 $707k 4.2k 167.02
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $696k 22k 31.45
Nike CL B (NKE) 0.4 $682k 7.4k 92.56
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $679k 2.7k 248.24
Ishares Tr Eafe Value Etf (EFV) 0.4 $626k 12k 54.05
Ishares Tr Core Msci Total (IXUS) 0.4 $611k 9.0k 67.70
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $600k 3.5k 173.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $600k 1.1k 522.02
Gartner (IT) 0.3 $551k 1.2k 477.44
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $548k 3.5k 154.52
UnitedHealth (UNH) 0.3 $531k 1.1k 489.70
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $518k 15k 35.37
Aptiv SHS (APTV) 0.3 $484k 6.1k 78.79
Stericycle (SRCL) 0.3 $475k 9.1k 52.02
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $474k 5.2k 90.83
Dimensional Etf Trust Global Cr Etf (DGCB) 0.3 $424k 8.0k 52.68
Ishares Tr U.s. Tech Etf (IYW) 0.2 $420k 3.1k 135.55
Alphabet Cap Stk Cl A (GOOGL) 0.2 $403k 2.6k 155.49
Blackstone Group Inc Com Cl A (BX) 0.2 $393k 3.0k 131.03
Simon Property (SPG) 0.2 $391k 2.5k 153.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $389k 11k 36.30
Adobe Systems Incorporated (ADBE) 0.2 $387k 770.00 502.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $385k 4.1k 92.80
Caterpillar (CAT) 0.2 $384k 1.1k 363.74
Fair Isaac Corporation (FICO) 0.2 $360k 287.00 1254.37
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $356k 6.3k 56.91
Ishares Tr Exponential Tech (XT) 0.2 $349k 5.9k 59.66
Ishares Tr Mbs Etf (MBB) 0.2 $348k 3.8k 91.57
Netflix (NFLX) 0.2 $341k 555.00 614.31
Prologis (PLD) 0.2 $341k 2.7k 127.92
Costco Wholesale Corporation (COST) 0.2 $337k 467.00 721.24
JPMorgan Chase & Co. (JPM) 0.2 $336k 1.7k 198.94
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $335k 1.5k 216.35
Ishares Tr Morningstar Grwt (ILCG) 0.2 $333k 4.4k 75.49
Illumina (ILMN) 0.2 $333k 2.5k 132.72
Welltower Inc Com reit (WELL) 0.2 $331k 3.6k 91.99
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $330k 2.1k 155.92
Abbvie (ABBV) 0.2 $330k 1.8k 180.76
Lam Research Corporation (LRCX) 0.2 $329k 335.00 981.79
Intuitive Surgical Com New (ISRG) 0.2 $318k 805.00 394.87
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $314k 13k 25.17
Ishares Msci Emrg Chn (EMXC) 0.2 $313k 5.4k 57.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $312k 2.7k 115.02
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $306k 2.7k 114.74
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $306k 4.6k 67.18
Ametek (AME) 0.2 $305k 1.7k 180.46
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $303k 8.7k 34.84
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $301k 9.4k 32.14
W.W. Grainger (GWW) 0.2 $300k 297.00 1009.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $293k 5.1k 57.78
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $292k 11k 27.09
Verisk Analytics (VRSK) 0.2 $291k 1.3k 232.78
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $290k 9.7k 29.87
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $288k 11k 26.88
Digital Realty Trust (DLR) 0.2 $287k 2.0k 141.91
J.B. Hunt Transport Services (JBHT) 0.2 $282k 1.4k 196.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $281k 4.8k 58.21
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $280k 13k 21.97
Applied Materials (AMAT) 0.2 $280k 1.3k 208.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $278k 3.5k 80.14
W.R. Berkley Corporation (WRB) 0.2 $277k 3.2k 87.49
Equinix (EQIX) 0.2 $268k 335.00 800.05
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $268k 12k 23.23
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $267k 11k 25.00
Valero Energy Corporation (VLO) 0.2 $266k 1.5k 172.64
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $264k 7.4k 35.68
Ross Stores (ROST) 0.2 $263k 1.8k 145.09
Cadence Design Systems (CDNS) 0.2 $259k 830.00 312.13
Kla Corp Com New (KLAC) 0.2 $259k 364.00 710.88
salesforce (CRM) 0.2 $259k 856.00 302.26
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $258k 9.0k 28.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $258k 2.8k 92.99
Pool Corporation (POOL) 0.2 $257k 640.00 401.30
ConocoPhillips (COP) 0.1 $247k 1.9k 128.68
Monster Beverage Corp (MNST) 0.1 $245k 4.3k 57.74
Realty Income (O) 0.1 $243k 4.5k 53.46
Broadridge Financial Solutions (BR) 0.1 $243k 1.2k 203.23
Wabtec Corporation (WAB) 0.1 $242k 1.7k 144.86
Teledyne Technologies Incorporated (TDY) 0.1 $241k 568.00 424.93
Qualcomm (QCOM) 0.1 $237k 1.4k 171.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $236k 562.00 420.20
Proshares Tr Bitcoin Strate (BITO) 0.1 $236k 7.7k 30.64
Novo-nordisk A S Adr (NVO) 0.1 $236k 1.8k 127.55
Emcor (EME) 0.1 $235k 661.00 354.87
Anthem (ELV) 0.1 $232k 449.00 516.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $224k 5.3k 42.17
NiSource (NI) 0.1 $222k 8.1k 27.48
Abbott Laboratories (ABT) 0.1 $221k 2.0k 112.09
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $220k 2.4k 92.55
Home Depot (HD) 0.1 $219k 595.00 368.03
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $219k 10k 21.14
Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $216k 4.1k 52.93
Hershey Company (HSY) 0.1 $214k 1.1k 198.20
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $211k 7.6k 27.93
Kimberly-Clark Corporation (KMB) 0.1 $208k 1.6k 128.80
West Pharmaceutical Services (WST) 0.1 $207k 523.00 395.94
Iron Mountain (IRM) 0.1 $206k 2.6k 79.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $203k 5.2k 38.86
Barings Bdc (BBDC) 0.1 $131k 14k 9.23