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Hutchens & Kramer Investment Management Group, LLC Top Holdings and 13F Report (2025)

About Hutchens & Kramer Investment Management Group, LLC

Investment Activity

  • Hutchens & Kramer Investment Management Group, LLC has $218.07 million in total holdings as of June 30, 2025.
  • Hutchens & Kramer Investment Management Group, LLC owns shares of 159 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 17.27% of the portfolio was purchased this quarter.
  • About 6.86% 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 45 stocks.
  • Hutchens & Kramer Investment Management Group, LLC sold shares of 88 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST
$13,653,120

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF
$2,982,796 Holding
46434V860 - iShares Treasury Floating Rate Bond ETF
$2,513,154 Holding
81369Y803 - Technology Select Sector SPDR Fund
$1,861,350 Holding
025072232 - Avantis All Equity Markets ETF
$1,761,474 Holding
46138G649 - Invesco NASDAQ 100 ETF
$912,596 Holding

Largest Purchases this Quarter

Avantis U.S. Equity ETF
61,399 shares (about $6.21M)
PIMCO ETF TR
56,494 shares (about $5.18M)
PIMCO Multi Sector Bond Active ETF
141,202 shares (about $3.73M)
iShares 0-3 Month Treasury Bond ETF
29,718 shares (about $2.98M)
iShares Treasury Floating Rate Bond ETF
49,795 shares (about $2.51M)

Largest Sales this Quarter

Dimensional Core Fixed Income ETF
28,336 shares (about $1.20M)
Dimensional Short-Duration Fixed Income ETF
15,071 shares (about $722.95K)
iShares Core Total USD Bond Market ETF
12,685 shares (about $584.27K)
Dimensional U.S. Core Equity 2 ETF
11,250 shares (about $405.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHutchens & Kramer Investment Management Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$20,284,618$405,450 -2.0%562,8369.3%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$13,936,257$6,213,581 80.5%137,7106.4%ETF
DIMENSIONAL ETF TRUST
$13,653,120$52,369 -0.4%203,3536.3%US CORE EQUITY 1
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$11,193,402$203,909 -1.8%360,3805.1%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$10,396,587$3,726,324 55.9%393,9594.8%ETF
PIMCO ETF TR
$9,425,687$5,181,069 122.1%102,7774.3%ACTIVE BD ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,656,282$129,572 -1.9%8,5793.1%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,237,521$539,381 9.5%10,9862.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,534,370$158,745 -3.4%185,3792.1%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,217,354$1,197,484 -22.1%99,7951.9%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,168,050$50,205 -1.2%140,0551.9%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$3,755,336$2,142,336 132.8%50,7891.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,637,967$69,876 -1.9%7,3931.7%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$3,536,485$51,159 1.5%68,2981.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,058,508$188,287 6.6%53,6861.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,982,796$2,982,796 New Holding29,7181.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,890,440$108,686 -3.6%13,1111.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$2,690,448$83,128 3.2%12,9461.2%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,644,330$14,993 -0.6%16,4021.2%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,567,712$78,825 -3.0%4,1371.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$2,531,249$1,285,084 103.1%36,8771.2%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$2,513,154$2,513,154 New Holding49,7951.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,413,037$11,072 -0.5%7,8461.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,258,884$16,403 0.7%14,7351.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,125,943$187,599 9.7%3,8871.0%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,861,350$1,861,350 New Holding7,4170.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,804,162$125,888 -6.5%2,5080.8%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,801,649$191,684 -9.6%9,8220.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,787,544$355,024 -16.6%16,4040.8%ETF
AVGE
Avantis All Equity Markets ETF
$1,761,474$1,761,474 New Holding22,6210.8%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,708,662$85,828 -4.8%3,0260.8%Business Services
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,596,363$99,025 -5.8%29,3720.7%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,560,617$293,641 23.2%24,5380.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,471,858$94,112 6.8%7,4600.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$1,398,474$584,271 -29.5%30,3620.6%Manufacturing
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,280,885$46,371 -3.5%15,5240.6%Manufacturing
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,276,861$722,953 -36.2%26,6180.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,230,037$337,023 -21.5%16,9310.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,193,851$137,111 13.0%1,9330.5%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,177,766$138,037 -10.5%10,5800.5%ETF
Visa Inc. stock logo
V
Visa
$1,126,484$85,668 -7.1%3,1690.5%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,005,742$13,646 -1.3%3,2430.5%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$997,376$212,136 -17.5%4,4430.5%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$993,047$13,136 1.3%2,7970.5%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$988,348$2,532 0.3%10,1480.5%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$971,906$1,003 -0.1%10,6600.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$963,255$73,944 8.3%19,3970.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$957,617$22,499 2.4%5,3630.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$952,126$382,954 67.3%15,8450.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$912,596$912,596 New Holding4,0540.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$861,596$75,785 9.6%4,9000.4%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$813,360$14,392 -1.7%6,4990.4%Retail/Wholesale
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$767,973$116,053 17.8%13,6650.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$747,445$26,890 -3.5%4,2250.3%Computer and Technology
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$694,021$18,677 -2.6%25,7140.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$677,694$16,946 -2.4%8,7580.3%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$676,072$399,746 144.7%2,2240.3%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$660,523$470,954 248.4%1,6690.3%Medical
COOPER COS INC
$648,519$4,878 -0.7%8,9070.3%COM
Netflix, Inc. stock logo
NFLX
Netflix
$645,506$85,378 -11.7%4990.3%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$644,836$644,836 New Holding10,7760.3%SHS BEN INT
Broadcom Inc. stock logo
AVGO
Broadcom
$643,050$145,871 29.3%2,4290.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$640,786$86,114 -11.8%2,2770.3%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$616,691$136,942 -18.2%20,4270.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$596,944$312,826 110.1%6,6540.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$596,614$57,300 10.6%3,0820.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$595,521$595,521 New Holding5,5100.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$571,724$116,196 -16.9%3,3360.3%Manufacturing
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$565,074$67,153 13.5%1,8260.3%Computer and Technology
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$563,853$30,222 -5.1%3,2090.3%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$556,724$169,013 -23.3%15,5640.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$549,275$42,860 -7.2%2,2940.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$542,588$62,151 -10.3%5500.2%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$526,406$24,970 -4.5%1,8130.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$519,418$764 -0.1%3,4000.2%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$512,384$9,269 -1.8%3,1510.2%Medical
Welltower Inc. stock logo
WELL
Welltower
$503,918$14,857 -2.9%3,3240.2%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$497,859$88,363 -15.1%3,1270.2%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$483,367$1,145 -0.2%8440.2%Computer and Technology
BTHM
BlackRock Future U.S. Themes ETF
$457,968$457,968 New Holding12,9260.2%ETF
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$447,893$119,807 36.5%2430.2%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$438,415$14,836 -3.3%8570.2%Aerospace
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$437,994$223,892 104.6%1,0290.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$427,305$4,627 1.1%14,7750.2%ETF
LAM RESEARCH CORP
$426,835$8,132 -1.9%4,4090.2%COM NEW
LABCORP HOLDINGS INC
$408,8100.0%1,5470.2%COM SHS
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$392,625$95,274 32.0%1,2940.2%ETF
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$382,401$15,070 4.1%2,2330.2%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$376,474$1,636 -0.4%1,3810.2%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$374,660$12,729 -3.3%1,9720.2%Medical
DIMENSIONAL ETF TRUST
$372,600$98,455 -20.9%6,9710.2%GLOBAL EX US COR
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$371,124$38,351 -9.4%8,6610.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$360,933$75,303 26.4%16,3540.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$358,865$3,909 -1.1%9180.2%Industrials
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$357,861$945 -0.3%2,6520.2%Manufacturing
KLA Corporation stock logo
KLAC
KLA
$347,855$5,393 -1.5%3870.2%Computer and Technology
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$346,9840.0%13,9800.2%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$340,257$13,738 4.2%1,0650.2%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$335,626$335,626 New Holding3,5580.2%ETF
Crown Castle Inc. stock logo
CCI
Crown Castle
$331,282$22,300 7.2%3,1940.2%Finance

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