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 $184.21 million in total holdings as of December 31, 2024.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 10.52% of the portfolio was purchased this quarter.About 5.31% of the portfolio was sold this quarter.This quarter, Hutchens & Kramer Investment Management Group, LLC has purchased 158 new stocks and bought additional shares in 60 stocks.Hutchens & Kramer Investment Management Group, LLC sold shares of 73 stocks and completely divested from 15 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $20,060,367DIMENSIONAL ETF TRUST $12,998,495Eli Lilly and Company $10,543,753Dimensional International Core Equity 2 ETF $9,553,419Dimensional Core Fixed Income ETF $5,469,789 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $419,389 HoldingLAM RESEARCH CORP $355,949 HoldingiShares MSCI USA Momentum Factor ETF $310,587 HoldingMotorola Solutions $241,746 HoldingARISTA NETWORKS INC $237,308 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 128,965 shares (about $2.99M)PIMCO ETF TR 28,006 shares (about $2.53M)PIMCO Multi Sector Bond Active ETF 76,927 shares (about $1.99M)DIMENSIONAL ETF TRUST 19,179 shares (about $1.23M)Eli Lilly and Company 1,225 shares (about $945.68K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,550 shares (about $912.45K)Dimensional Core Fixed Income ETF 20,259 shares (about $836.09K)iShares Core Total USD Bond Market ETF 7,449 shares (about $336.69K)NVIDIA 1,823 shares (about $244.81K)Avantis U.S. Equity ETF 2,295 shares (about $222.45K) 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$20,060,367$903,214 ▲4.7%579,94710.9%ETFDIMENSIONAL ETF TRUST$12,998,495$1,230,525 ▲10.5%202,5957.1%US CORE EQUITY 1LLYEli Lilly and Company$10,543,753$945,680 ▲9.9%13,6585.7%MedicalDFICDimensional International Core Equity 2 ETF$9,553,419$467,820 ▲5.1%369,6435.2%ETFDFCFDimensional Core Fixed Income ETF$5,469,789$836,087 ▼-13.3%132,5373.0%ETFVOOVanguard S&P 500 ETF$5,295,963$125,004 ▲2.4%9,8292.9%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,270,028$1,993,948 ▲60.9%203,3192.9%ETFSCHXSchwab US Large-Cap ETF$4,552,784$2,989,409 ▲191.2%196,4102.5%ETFIVViShares Core S&P 500 ETF$3,984,775$912,454 ▼-18.6%6,7692.2%ETFPIMCO ETF TR$3,789,773$2,532,302 ▲201.4%41,9132.1%ACTIVE BD ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,661,025$214,051 ▲6.2%139,7872.0%ETFXLGInvesco S&P 500 Top 50 ETF$3,333,031$127,898 ▼-3.7%66,7141.8%ETFMSFTMicrosoft$3,251,561$32,878 ▼-1.0%7,7141.8%Computer and TechnologyAAPLApple$3,163,739$97,161 ▲3.2%12,6341.7%Computer and TechnologyAVUSAvantis U.S. Equity ETF$3,133,650$222,454 ▼-6.6%32,3291.7%ETFAMZNAmazon.com$3,086,932$45,851 ▼-1.5%14,0711.7%Retail/WholesalePGProcter & Gamble$2,766,5600.0%16,5021.5%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$2,382,392$210,647 ▲9.7%49,8201.3%ETFIUSBiShares Core Total USD Bond Market ETF$2,234,281$336,695 ▼-13.1%49,4311.2%ManufacturingIVWiShares S&P 500 Growth ETF$2,168,579$44,978 ▼-2.0%21,3591.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,035,284$135,389 ▼-6.2%43,4151.1%ETFQUALiShares MSCI USA Quality Factor ETF$1,925,223$56,808 ▲3.0%10,8111.0%ETFQQQInvesco QQQ$1,842,774$37,316 ▼-2.0%3,6051.0%FinanceEFGiShares MSCI EAFE Growth ETF$1,774,603$97,798 ▲5.8%18,3271.0%ETFMAMastercard$1,754,005$149,546 ▼-7.9%3,3311.0%Business ServicesDYNFiShares U.S. Equity Factor Rotation Active ETF$1,718,515$41,718 ▲2.5%33,5320.9%ETFGLDSPDR Gold Shares$1,710,891$73,365 ▼-4.1%7,0660.9%FinanceNVDANVIDIA$1,682,660$244,812 ▼-12.7%12,5300.9%Computer and TechnologyMETAMeta Platforms$1,619,812$165,729 ▲11.4%2,7660.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1,542,257$549,176 ▲55.3%22,3710.8%ETFEFViShares MSCI EAFE Value ETF$1,356,507$74,088 ▲5.8%25,8530.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,334,143$160,845 ▼-10.8%16,2740.7%ManufacturingVVisa$1,120,678$69,529 ▲6.6%3,5460.6%Business ServicesIVEiShares S&P 500 Value ETF$1,064,156$34,168 ▲3.3%5,5750.6%ETFAVDEAvantis International Equity ETF$1,041,326$61,063 ▼-5.5%16,9680.6%ETFADPAutomatic Data Processing$1,000,844$25,468 ▲2.6%3,4190.5%Business ServicesAMTAmerican Tower$966,938$4,402 ▲0.5%5,2720.5%FinanceETNEaton$927,577$69,361 ▼-7.0%2,7950.5%Industrial ProductsVTVVanguard Value ETF$878,836$17,099 ▲2.0%5,1910.5%ETFGOOGAlphabet$855,266$44,563 ▼-5.0%4,4910.5%Computer and TechnologyTJXTJX Companies$846,153$94,957 ▼-10.1%7,0040.5%Retail/WholesaleCOOPER COS INC$843,734$81,266 ▼-8.8%9,1780.5%COMGOOGLAlphabet$839,367$232,085 ▲38.2%4,4340.5%Computer and TechnologySCHWCharles Schwab$824,545$70,161 ▼-7.8%11,1410.4%FinanceDFSVDimensional US Small Cap Value ETF$816,470$105,791 ▼-11.5%26,5260.4%ETFDUHPDimensional US High Profitability ETF$760,782$44,637 ▼-5.5%22,5150.4%ETFAPHAmphenol$742,559$117,787 ▼-13.7%10,6920.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$741,722$79,008 ▲11.9%16,8420.4%ETFVOVanguard Mid-Cap ETF$732,279$27,210 ▲3.9%2,7720.4%ETFSPYSPDR S&P 500 ETF Trust$694,980$39,261 ▲6.0%1,1860.4%FinanceMBBiShares MBS ETF$690,717$9,260 ▲1.4%7,5340.4%ETFIYWiShares U.S. Technology ETF$689,126$19,461 ▼-2.7%4,3200.4%ManufacturingDFGRDimensional Global Real Estate ETF$679,441$41,579 ▲6.5%26,6030.4%ETFIQVIQVIA$662,239$65,045 ▼-8.9%3,3700.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$653,589$71,919 ▲12.4%11,7870.4%ManufacturingVBVanguard Small-Cap ETF$651,639$6,007 ▼-0.9%2,7120.4%ETFAVEMAvantis Emerging Markets Equity ETF$636,754$61,788 ▲10.7%10,8310.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$634,864$126,709 ▼-16.6%11,5590.3%ETFZTSZoetis$631,191$64,846 ▼-9.3%3,8740.3%MedicalDIMENSIONAL ETF TRUST$613,504$8,528 ▼-1.4%11,7260.3%GLOBAL EX US CORIXUSiShares Core MSCI Total International Stock ETF$602,535$5,093 ▲0.9%9,1100.3%ManufacturingCOSTCostco Wholesale$597,685$174,172 ▲41.1%6520.3%Retail/WholesaleBXBlackstone$586,2280.0%3,4000.3%FinanceLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$569,974$12,226 ▼-2.1%3,4500.3%ETFNFLXNetflix$547,270$18,718 ▼-3.3%6140.3%Consumer DiscretionarySCHZSchwab U.S. Aggregate Bond ETF$542,167$298,732 ▲122.7%23,8840.3%ETFVXFVanguard Extended Market ETF$523,395$18,238 ▼-3.4%2,7550.3%ETFSTZConstellation Brands$514,930$68,731 ▼-11.8%2,3300.3%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$507,184$49,245 ▲10.8%2,4100.3%ETFILCGiShares Morningstar Growth ETF$505,165$42,470 ▲9.2%5,6380.3%ETFVONGVanguard Russell 1000 Growth ETF$499,456$41,630 ▲9.1%4,8350.3%ETFCDNSCadence Design Systems$457,901$55,886 ▼-10.9%1,5240.2%Computer and TechnologyJPMJPMorgan Chase & Co.$456,648$53,455 ▲13.3%1,9050.2%FinanceROPRoper Technologies$453,309$44,187 ▼-8.9%8720.2%Computer and TechnologyWELLWelltower$445,516$5,041 ▼-1.1%3,5350.2%FinanceABBVAbbVie$439,452$93,115 ▲26.9%2,4730.2%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$419,389$419,389 ▲New Holding4,5870.2%ETFSPGSimon Property Group$416,674$9,126 ▼-2.1%2,4200.2%FinanceTDYTeledyne Technologies$409,363$2,785 ▼-0.7%8820.2%AerospaceSCHGSchwab U.S. Large-Cap Growth ETF$407,259$305,451 ▲300.0%14,6130.2%ETFBINCiShares Flexible Income Active ETF$379,070$17,791 ▲4.9%7,2870.2%ETFFICOFair Isaac$378,277$29,864 ▼-7.3%1900.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$378,098$26,399 ▼-6.5%9,8540.2%ETFILMNIllumina$374,699$44,232 ▼-10.6%2,8040.2%MedicalDLRDigital Realty Trust$368,669$31,742 ▼-7.9%2,0790.2%FinanceSCHDSchwab US Dividend Equity ETF$361,389$246,372 ▲214.2%13,2280.2%ETFEQIXEquinix$357,355$33,001 ▼-8.5%3790.2%FinanceAVGOBroadcom$357,265$31,067 ▲9.5%1,5410.2%Computer and TechnologyLAM RESEARCH CORP$355,949$355,949 ▲New Holding4,9280.2%COM NEWLABCORP HOLDINGS INC$354,7580.0%1,5470.2%COM SHSCATCaterpillar$352,965$51,512 ▼-12.7%9730.2%Industrial ProductsCRMSalesforce$347,035$41,791 ▲13.7%1,0380.2%Computer and TechnologyECLEcolab$339,530$32,571 ▼-8.8%1,4490.2%Basic MaterialsESGUiShares ESG Aware MSCI USA ETF$335,963$14,299 ▲4.4%2,6080.2%ManufacturingITGartner$333,800$207,353 ▼-38.3%6890.2%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$333,529$9,243 ▲2.9%6,3870.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$331,046$220,697 ▲200.0%13,9800.2%ETFSILA REALTY TRUST INC$323,991$7,661 ▼-2.3%13,3220.2%COMMON STOCKTLTiShares 20+ Year Treasury Bond ETF$316,484$19,213 ▲6.5%3,6240.2%ETFWRBW. R. Berkley$313,609$1,112 ▲0.4%5,3590.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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