Hutchens & Kramer Investment Management Group, LLC Top Holdings and 13F Report (2025) About Hutchens & Kramer Investment Management Group, LLCInvestment ActivityHutchens & Kramer Investment Management Group, LLC has $181.68 million in total holdings as of March 31, 2025.Hutchens & Kramer Investment Management Group, LLC owns shares of 159 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 8.52% of the portfolio was purchased this quarter.About 8.72% of the portfolio was sold this quarter.This quarter, Hutchens & Kramer Investment Management Group, LLC has purchased 159 new stocks and bought additional shares in 40 stocks.Hutchens & Kramer Investment Management Group, LLC sold shares of 77 stocks and completely divested from 21 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,939,083DIMENSIONAL ETF TRUST $12,519,477Dimensional International Core Equity 2 ETF $10,190,063Eli Lilly and Company $7,223,514Avantis U.S. Equity ETF $7,049,610 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $1,227,866 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $828,104 Holding381430230 - Goldman Sachs Ultra Short Bond ETF $551,088 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $324,436 Holding464288679 - iShares Short Treasury Bond ETF $307,852 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 43,982 shares (about $4.06M)PIMCO Multi Sector Bond Active ETF 49,438 shares (about $1.30M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 12,203 shares (about $1.23M)JPMorgan Ultra-Short Income ETF 16,356 shares (about $828.10K)Goldman Sachs Ultra Short Bond ETF 10,904 shares (about $551.09K) Largest Sales this Quarter Eli Lilly and Company 4,912 shares (about $4.06M)iShares Core S&P 500 ETF 2,505 shares (about $1.41M)iShares MSCI EAFE Growth ETF 6,507 shares (about $650.70K)iShares MSCI EAFE Value ETF 5,932 shares (about $349.63K)iShares Core Total USD Bond Market ETF 6,384 shares (about $294.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHutchens & Kramer Investment Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$18,939,083$193,354 ▼-1.0%574,08610.4%ETFDIMENSIONAL ETF TRUST$12,519,477$94,326 ▲0.8%204,1336.9%US CORE EQUITY 1DFICDimensional International Core Equity 2 ETF$10,190,063$74,923 ▼-0.7%366,9455.6%ETFLLYEli Lilly and Company$7,223,514$4,056,929 ▼-36.0%8,7464.0%MedicalAVUSAvantis U.S. Equity ETF$7,049,610$4,063,057 ▲136.0%76,3113.9%ETFPYLDPIMCO Multi Sector Bond Active ETF$6,660,142$1,302,690 ▲24.3%252,7573.7%ETFDFCFDimensional Core Fixed Income ETF$5,389,188$185,316 ▼-3.3%128,1313.0%ETFVOOVanguard S&P 500 ETF$5,157,601$106,379 ▲2.1%10,0362.8%ETFPIMCO ETF TR$4,279,795$404,094 ▲10.4%46,2832.4%ACTIVE BD ETFSCHXSchwab US Large-Cap ETF$4,236,468$100,265 ▼-2.3%191,8692.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,750,499$51,729 ▲1.4%141,7422.1%ETFXLGInvesco S&P 500 Top 50 ETF$3,097,606$27,428 ▲0.9%67,3101.7%ETFMSFTMicrosoft$2,828,412$67,191 ▼-2.3%7,5351.6%Computer and TechnologyPGProcter & Gamble$2,811,078$1,193 ▼0.0%16,4951.5%Consumer StaplesAAPLApple$2,786,834$19,547 ▼-0.7%12,5461.5%Computer and TechnologyAMZNAmazon.com$2,588,288$88,851 ▼-3.3%13,6041.4%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,560,880$28,516 ▲1.1%50,3811.4%ETFIVViShares Core S&P 500 ETF$2,395,942$1,407,560 ▼-37.0%4,2641.3%ETFGLDSPDR Gold Shares$2,271,119$235,122 ▲11.5%7,8821.3%FinanceIUSBiShares Core Total USD Bond Market ETF$1,983,606$294,175 ▼-12.9%43,0471.1%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$1,981,052$82,019 ▼-4.0%41,6891.1%ETFQUALiShares MSCI USA Quality Factor ETF$1,857,062$9,570 ▲0.5%10,8671.0%ETFIVWiShares S&P 500 Growth ETF$1,825,223$157,532 ▼-7.9%19,6621.0%ETFMAMastercard$1,741,925$83,862 ▼-4.6%3,1781.0%Business ServicesQQQInvesco QQQ$1,661,660$28,601 ▼-1.7%3,5440.9%FinanceNVDANVIDIA$1,585,389$227,382 ▲16.7%14,6280.9%Computer and TechnologyMETAMeta Platforms$1,546,661$47,847 ▼-3.0%2,6830.9%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$1,521,019$114,001 ▼-7.0%31,1940.8%ETFAVDEAvantis International Equity ETF$1,445,680$321,211 ▲28.6%21,8150.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,418,443$52,674 ▼-3.6%21,5700.8%ETFIVEiShares S&P 500 Value ETF$1,330,820$268,337 ▲25.3%6,9830.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,330,795$15,553 ▼-1.2%16,0860.7%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,227,866$1,227,866 ▲New Holding12,2030.7%ETFVVisa$1,195,069$47,663 ▼-3.8%3,4100.7%Business ServicesEFGiShares MSCI EAFE Growth ETF$1,182,000$650,700 ▼-35.5%11,8200.7%ETFEFViShares MSCI EAFE Value ETF$1,174,144$349,632 ▼-22.9%19,9210.6%ETFAMTAmerican Tower$1,172,429$25,242 ▲2.2%5,3880.6%FinanceAVEMAvantis Emerging Markets Equity ETF$1,092,386$440,685 ▲67.6%18,1550.6%ETFADPAutomatic Data Processing$1,004,277$40,330 ▼-3.9%3,2870.6%Business ServicesSPYSPDR S&P 500 ETF Trust$957,034$293,655 ▲44.3%1,7110.5%FinanceVTVVanguard Value ETF$904,639$7,946 ▲0.9%5,2370.5%ETFSCHWCharles Schwab$835,326$36,792 ▼-4.2%10,6710.5%FinanceJPSTJPMorgan Ultra-Short Income ETF$828,104$828,104 ▲New Holding16,3560.5%ETFVWOVanguard FTSE Emerging Markets ETF$810,516$48,247 ▲6.3%17,9080.4%ETFTJXTJX Companies$805,585$47,502 ▼-5.6%6,6140.4%Retail/WholesaleCOOPER COS INC$756,957$17,207 ▼-2.2%8,9740.4%COMETNEaton$750,251$9,514 ▼-1.3%2,7600.4%IndustrialsDFSVDimensional US Small Cap Value ETF$702,708$43,998 ▼-5.9%24,9630.4%ETFDFGRDimensional Global Real Estate ETF$693,422$5,173 ▼-0.7%26,4060.4%ETFGOOGLAlphabet$691,033$5,412 ▲0.8%4,4690.4%Computer and TechnologyGOOGAlphabet$683,819$17,810 ▼-2.5%4,3770.4%Computer and TechnologyDUHPDimensional US High Profitability ETF$672,377$73,770 ▼-9.9%20,2890.4%ETFVOVanguard Mid-Cap ETF$667,987$48,877 ▼-6.8%2,5830.4%ETFAPHAmphenol$663,902$37,386 ▼-5.3%10,1220.4%Computer and TechnologyDSTLDistillate U.S. Fundamental Stability & Value ETF$629,184$2,224 ▲0.4%11,6000.3%ETFIXUSiShares Core MSCI Total International Stock ETF$626,684$9,285 ▼-1.5%8,9770.3%ManufacturingZTSZoetis$606,241$31,613 ▼-5.0%3,6820.3%MedicalLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$588,429$12,009 ▼-2.0%3,3810.3%ETFCOSTCostco Wholesale$580,054$36,904 ▼-6.0%6130.3%Retail/WholesaleIQVIQVIA$565,570$28,561 ▼-4.8%3,2080.3%MedicalIYWiShares U.S. Technology ETF$563,726$42,975 ▼-7.1%4,0140.3%ManufacturingMBBiShares MBS ETF$558,835$147,703 ▼-20.9%5,9590.3%ETFGSSTGoldman Sachs Ultra Short Bond ETF$551,088$551,088 ▲New Holding10,9040.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$548,793$4,354 ▼-0.8%23,6960.3%ETFVBVanguard Small-Cap ETF$548,388$52,998 ▼-8.8%2,4730.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$532,390$116,956 ▼-18.0%9,6640.3%ManufacturingNFLXNetflix$526,879$45,694 ▼-8.0%5650.3%Consumer DiscretionaryWELLWelltower$524,285$17,313 ▼-3.2%3,4220.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$511,204$166,498 ▲48.3%9,4720.3%ETFROPRoper Technologies$498,785$15,329 ▼-3.0%8460.3%Computer and TechnologyVXFVanguard Extended Market ETF$479,916$5,340 ▲1.1%2,7860.3%ETFBXBlackstone$475,951$699 ▲0.1%3,4050.3%FinanceJPMJPMorgan Chase & Co.$465,734$1,472 ▼-0.3%1,8990.3%FinanceDIMENSIONAL ETF TRUST$460,479$152,204 ▼-24.8%8,8130.3%GLOBAL EX US CORTDYTeledyne Technologies$440,810$1,990 ▲0.5%8860.2%AerospaceABBVAbbVie$427,147$90,918 ▼-17.5%2,0390.2%MedicalCDNSCadence Design Systems$409,217$21,618 ▲5.6%1,6090.2%Computer and TechnologySTZConstellation Brands$408,148$19,453 ▼-4.5%2,2240.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$382,856$13,001 ▲3.5%13,6930.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$376,220$11,732 ▼-3.0%9,5560.2%ETFWRBW. R. Berkley$367,684$13,663 ▼-3.6%5,1670.2%FinanceBINCiShares Flexible Income Active ETF$367,027$14,666 ▼-3.8%7,0070.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$365,970$50 ▲0.0%14,6150.2%ETFLABCORP HOLDINGS INC$360,0490.0%1,5470.2%COM SHSSILA REALTY TRUST INC$355,8310.0%13,3220.2%COMMON STOCKAJGArthur J. Gallagher & Co.$352,835$64,560 ▲22.4%1,0220.2%FinanceECLEcolab$351,632$15,718 ▼-4.3%1,3870.2%Basic MaterialsEQIXEquinix$349,785$40,767 ▲13.2%4290.2%FinanceSPGSimon Property Group$330,103$71,733 ▼-17.9%1,9880.2%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$330,0680.0%13,9800.2%ETFFICOFair Isaac$328,260$22,130 ▼-6.3%1780.2%Computer and TechnologyLAM RESEARCH CORP$326,641$31,624 ▼-8.8%4,4930.2%COM NEWBOXXAlpha Architect 1-3 Month Box ETF$324,436$324,436 ▲New Holding2,9100.2%ETFESGUiShares ESG Aware MSCI USA ETF$324,159$6,217 ▲2.0%2,6590.2%ManufacturingNINiSource$323,2060.0%8,0620.2%UtilitiesAVGOBroadcom$314,440$56,425 ▲21.9%1,8780.2%Computer and TechnologyLPLALPL Financial$314,054$654 ▲0.2%9600.2%FinanceCCICrown Castle$310,501$41,067 ▲15.2%2,9790.2%FinancePLDPrologis$308,540$5,142 ▼-1.6%2,7600.2%FinanceSHViShares Short Treasury Bond ETF$307,852$307,852 ▲New Holding2,7870.2%ETFShowing largest 100 holdings. View all holdings. 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