Hutchens & Kramer Investment Management Group, LLC Top Holdings and 13F Report (2024) About Hutchens & Kramer Investment Management Group, LLCInvestment ActivityHutchens & Kramer Investment Management Group, LLC has $180.26 million in total holdings as of September 30, 2024.Hutchens & Kramer Investment Management Group, LLC owns shares of 158 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 21.64% of the portfolio was purchased this quarter.About 24.66% of the portfolio was sold this quarter.This quarter, Hutchens & Kramer Investment Management Group, LLC has purchased 147 new stocks and bought additional shares in 69 stocks.Hutchens & Kramer Investment Management Group, LLC sold shares of 61 stocks and completely divested from 14 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,835,940DIMENSIONAL ETF TRUST $11,507,520Eli Lilly and Company $10,996,437Dimensional International Core Equity 2 ETF $9,843,183Dimensional Core Fixed Income ETF $6,619,125 Largest New Holdings this Quarter Schwab U.S. Aggregate Bond ETF $509,712 HoldingInvesco NASDAQ 100 ETF $430,979 HoldingiShares Morningstar Growth ETF $428,096 HoldingVanguard Russell 1000 Growth ETF $422,237 HoldingiShares Flexible Income Active ETF $369,474 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 113,962 shares (about $7.15M)Dimensional U.S. Core Equity 2 ETF 207,134 shares (about $7.04M)Dimensional International Core Equity 2 ETF 127,622 shares (about $3.57M)Dimensional Emerging Markets Core Equity 2 ETF 58,160 shares (about $1.65M)Avantis U.S. Equity ETF 15,682 shares (about $1.48M) Largest Sales this Quarter Eli Lilly and Company 30,236 shares (about $26.74M)Microsoft 14,344 shares (about $6.03M)Vanguard S&P 500 ETF 1,337 shares (about $698.90K)Dimensional Short-Duration Fixed Income ETF 7,723 shares (about $369.23K)Vanguard FTSE Developed Markets ETF 6,999 shares (about $367.03K) 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$18,835,940$7,044,632 ▲59.7%553,83510.4%ETFDIMENSIONAL ETF TRUST$11,507,520$7,149,976 ▲164.1%183,4166.4%US CORE EQUITY 1LLYEli Lilly and Company$10,996,437$26,742,401 ▼-70.9%12,4336.1%MedicalDFICDimensional International Core Equity 2 ETF$9,843,183$3,573,419 ▲57.0%351,5425.5%ETFDFCFDimensional Core Fixed Income ETF$6,619,125$89,542 ▲1.4%152,7963.7%ETFVOOVanguard S&P 500 ETF$5,016,736$698,903 ▼-12.2%9,5972.8%ETFIVViShares Core S&P 500 ETF$4,753,227$1,192,449 ▲33.5%8,3192.6%ETFSCHXSchwab US Large-Cap ETF$4,534,327$180,849 ▼-3.8%67,4452.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,724,675$1,645,927 ▲79.2%131,6142.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,355,708$1,201,812 ▲55.8%126,3921.9%ETFMSFTMicrosoft$3,277,901$6,034,165 ▼-64.8%7,7921.8%Computer and TechnologyAVUSAvantis U.S. Equity ETF$3,271,622$1,481,792 ▲82.8%34,6241.8%ETFXLGInvesco S&P 500 Top 50 ETF$3,251,722$106,695 ▼-3.2%69,2741.8%ETFPGProcter & Gamble$2,855,506$1,384 ▼0.0%16,5021.6%Consumer StaplesAAPLApple$2,770,104$452,410 ▲19.5%12,2461.5%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$2,679,048$950,243 ▲55.0%56,8801.5%ManufacturingAMZNAmazon.com$2,643,568$170,684 ▲6.9%14,2801.5%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,381,563$367,028 ▼-13.4%45,4151.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,213,725$369,233 ▼-14.3%46,3031.2%ETFIVWiShares S&P 500 Growth ETF$2,058,327$357,342 ▲21.0%21,8021.1%ETFQUALiShares MSCI USA Quality Factor ETF$1,869,045$393,155 ▲26.6%10,4921.0%ETFEFGiShares MSCI EAFE Growth ETF$1,850,841$257,688 ▲16.2%17,3171.0%ETFGLDSPDR Gold Shares$1,809,900$122,805 ▲7.3%7,3691.0%FinanceMAMastercard$1,794,414$230,817 ▼-11.4%3,6151.0%Business ServicesQQQInvesco QQQ$1,769,884$41,384 ▲2.4%3,6781.0%FinanceNVDANVIDIA$1,679,306$37,089 ▼-2.2%14,3530.9%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$1,604,491$366,672 ▲29.6%32,7180.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,512,311$9,786 ▼-0.6%18,2360.8%ManufacturingMETAMeta Platforms$1,431,662$114,741 ▲8.7%2,4830.8%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,396,803$969,378 ▲226.8%24,4410.8%ETFPIMCO ETF TR$1,314,212$783,122 ▲147.5%13,9070.7%ACTIVE BD ETFAMTAmerican Tower$1,217,903$76,119 ▼-5.9%5,2480.7%FinanceAVDEAvantis International Equity ETF$1,197,054$266,160 ▲28.6%17,9630.7%ETFCOOPER COS INC$1,090,318$103,375 ▼-8.7%10,0620.6%COMIVEiShares S&P 500 Value ETF$1,061,177$218,096 ▲25.9%5,3960.6%ETFETNEaton$984,050$131,687 ▼-11.8%3,0040.5%Industrial ProductsSPLGSPDR Portfolio S&P 500 ETF$963,406$616,968 ▲178.1%14,4050.5%ETFADPAutomatic Data Processing$933,227$85,144 ▼-8.4%3,3320.5%Business ServicesVVisa$923,298$17,766 ▼-1.9%3,3260.5%Business ServicesDFSVDimensional US Small Cap Value ETF$910,276$48,426 ▼-5.1%29,9630.5%ETFTJXTJX Companies$908,626$116,523 ▼-11.4%7,7900.5%Retail/WholesaleVTVVanguard Value ETF$886,424$183,728 ▼-17.2%5,0900.5%ETFIQVIQVIA$856,300$128,873 ▼-13.1%3,7010.5%MedicalZTSZoetis$830,562$69,797 ▼-7.8%4,2720.5%MedicalDUHPDimensional US High Profitability ETF$807,087$59,763 ▲8.0%23,8360.4%ETFGOOGAlphabet$795,784$12,968 ▲1.7%4,7250.4%Computer and TechnologyAPHAmphenol$788,125$129,212 ▼-14.1%12,3880.4%Computer and TechnologyDSTLDistillate U.S. Fundamental Stability & Value ETF$783,152$252,014 ▼-24.3%13,8660.4%ETFSCHWCharles Schwab$772,608$106,155 ▼-12.1%12,0890.4%FinanceVWOVanguard FTSE Emerging Markets ETF$725,464$128,239 ▼-15.0%15,0480.4%ETFDFGRDimensional Global Real Estate ETF$716,283$333,118 ▲86.9%24,9750.4%ETFMBBiShares MBS ETF$712,156$286,376 ▲67.3%7,4330.4%ETFVOVanguard Mid-Cap ETF$700,452$8,661 ▼-1.2%2,6690.4%ETFSTZConstellation Brands$680,533$94,826 ▼-12.2%2,6410.4%Consumer StaplesCDWCDW$662,360$93,005 ▼-12.3%3,0410.4%Computer and TechnologyIYWiShares U.S. Technology ETF$658,038$130,215 ▲24.7%4,4420.4%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$653,718$724 ▼-0.1%9,0330.4%ManufacturingDIMENSIONAL ETF TRUST$645,692$115,517 ▼-15.2%11,8890.4%GLOBAL EX US CORVBVanguard Small-Cap ETF$642,620$113,638 ▼-15.0%2,7370.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$636,848$251,886 ▲65.4%10,4900.4%ManufacturingSPYSPDR S&P 500 ETF Trust$636,156$2,274 ▲0.4%1,1190.4%FinanceAVEMAvantis Emerging Markets Equity ETF$635,309$319,928 ▲101.4%9,7800.4%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$597,670$3,562 ▼-0.6%3,5240.3%ETFITGartner$559,874$37,592 ▼-6.3%1,1170.3%Business ServicesGOOGLAlphabet$535,704$48,260 ▲9.9%3,2080.3%Computer and TechnologyROPRoper Technologies$524,694$139,260 ▲36.1%9570.3%Computer and TechnologyBXBlackstone$516,290$60,740 ▲13.3%3,4000.3%FinanceVXFVanguard Extended Market ETF$512,638$97,277 ▼-15.9%2,8510.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$509,712$509,712 ▲New Holding10,7240.3%ETFWELLWelltower$456,098$9,696 ▼-2.1%3,5750.3%FinanceCDNSCadence Design Systems$450,277$274,379 ▲156.0%1,7100.2%Computer and TechnologyNFLXNetflix$448,393$14,123 ▲3.3%6350.2%Consumer DiscretionarySPEMSPDR Portfolio Emerging Markets ETF$439,285$7,876 ▼-1.8%10,5420.2%ETFCATCaterpillar$437,515$40,809 ▲10.3%1,1150.2%Industrial ProductsQQQMInvesco NASDAQ 100 ETF$430,979$430,979 ▲New Holding2,1760.2%ETFILCGiShares Morningstar Growth ETF$428,096$428,096 ▲New Holding5,1640.2%ETFVONGVanguard Russell 1000 Growth ETF$422,237$422,237 ▲New Holding4,4320.2%ETFSPGSimon Property Group$419,217$16,104 ▲4.0%2,4730.2%FinanceCOSTCostco Wholesale$405,608$7,901 ▲2.0%4620.2%Retail/WholesaleILMNIllumina$404,352$87,190 ▲27.5%3,1350.2%MedicalECLEcolab$402,637$67,191 ▼-14.3%1,5880.2%Basic MaterialsDFUSDimensional U.S. Equity ETF$393,738$2,709 ▲0.7%6,3960.2%ETFFICOFair Isaac$392,716$61,302 ▼-13.5%2050.2%Computer and TechnologyTDYTeledyne Technologies$390,258$27,687 ▲7.6%8880.2%AerospaceABBVAbbVie$383,875$24,817 ▲6.9%1,9490.2%MedicalDIMENSIONAL ETF TRUST$378,978$29,161 ▼-7.1%6,8880.2%GLOBAL CR ETFSCHGSchwab U.S. Large-Cap Growth ETF$375,192$42,008 ▼-10.1%3,6530.2%ETFVRSKVerisk Analytics$372,576$36,801 ▲11.0%1,3870.2%Business ServicesBINCiShares Flexible Income Active ETF$369,474$369,474 ▲New Holding6,9450.2%ETFEQIXEquinix$365,562$51,214 ▲16.3%4140.2%FinanceDLRDigital Realty Trust$361,890$29,009 ▲8.7%2,2580.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$358,690$109,513 ▼-23.4%6,2100.2%ETFSCHDSchwab US Dividend Equity ETF$355,661$62,684 ▲21.4%4,2100.2%ETFPLDPrologis$354,640$67,912 ▼-16.1%2,8460.2%FinanceJPMJPMorgan Chase & Co.$348,241$2,277 ▼-0.6%1,6820.2%FinanceSILA REALTY TRUST INC$348,153$348,153 ▲New Holding13,6370.2%COMMON STOCKLABCORP HOLDINGS INC$339,1020.0%1,5470.2%COM SHSXTiShares Exponential Technologies ETF$336,067$16,055 ▼-4.6%5,5890.2%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$335,260$41,661 ▲14.2%3,4040.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$332,631$7,780 ▲2.4%4,6600.2%ETFShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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