13F HOLDINGS REPORT

Hutchens & Kramer Investment Management Group, LLC

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001951757-25-000104

Total Value

$184.2M

Positions

159

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (159)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	579,947	$20.1M	10.89%
2	DIMENSIONAL ETF TRUST	25434V625	202,595	$13.0M	7.06%
3	ELI LILLY & CO	LLY	13,658	$10.5M	5.72%
4	DIMENSIONAL ETF TRUST	25434V799	369,643	$9.6M	5.19%
5	DIMENSIONAL ETF TRUST	25434V872	132,537	$5.5M	2.97%
6	VANGUARD INDEX FDS	922908363	9,829	$5.3M	2.87%
7	PIMCO ETF TR	72201R585	203,319	$5.3M	2.86%
8	SCHWAB STRATEGIC TR	808524201	196,410	$4.6M	2.47%
9	ISHARES TR	464287200	6,769	$4.0M	2.16%
10	PIMCO ETF TR	72201R775	41,913	$3.8M	2.06%
11	DIMENSIONAL ETF TRUST	25434V732	139,787	$3.7M	1.99%
12	INVESCO EXCHANGE TRADED FD T	IVZ	66,714	$3.3M	1.81%
13	MICROSOFT CORP	MSFT	7,714	$3.3M	1.77%
14	APPLE INC	AAPL	12,634	$3.2M	1.72%
15	AMERICAN CENTY ETF TR	025072885	32,329	$3.1M	1.70%
16	AMAZON COM INC	AMZN	14,071	$3.1M	1.68%
17	PROCTER AND GAMBLE CO	742718109	16,502	$2.8M	1.50%
18	VANGUARD TAX-MANAGED FDS	921943858	49,820	$2.4M	1.29%
19	ISHARES TR	46434V613	49,431	$2.2M	1.21%
20	ISHARES TR	464287309	21,359	$2.2M	1.18%
21	DIMENSIONAL ETF TRUST	25434V864	43,415	$2.0M	1.10%
22	ISHARES TR	46432F339	10,811	$1.9M	1.05%
23	INVESCO QQQ TR	IVZ	3,605	$1.8M	1.00%
24	ISHARES TR	464288885	18,327	$1.8M	0.96%
25	MASTERCARD INCORPORATED	MA	3,331	$1.8M	0.95%
26	BLACKROCK ETF TRUST	BLK	33,532	$1.7M	0.93%
27	SPDR GOLD TR	GLD	7,066	$1.7M	0.93%
28	NVIDIA CORPORATION	NVDA	12,530	$1.7M	0.91%
29	META PLATFORMS INC	META	2,766	$1.6M	0.88%
30	SPDR SER TR	78464A854	22,371	$1.5M	0.84%
31	ISHARES TR	464288877	25,853	$1.4M	0.74%
32	ISHARES TR	464287457	16,274	$1.3M	0.72%
33	VISA INC	V	3,546	$1.1M	0.61%
34	ISHARES TR	464287408	5,575	$1.1M	0.58%
35	AMERICAN CENTY ETF TR	025072703	16,968	$1.0M	0.57%
36	AUTOMATIC DATA PROCESSING IN	ADP	3,419	$1.0M	0.54%
37	AMERICAN TOWER CORP NEW	03027X100	5,272	$966,938	0.52%
38	EATON CORP PLC	ETN	2,795	$927,577	0.50%
39	VANGUARD INDEX FDS	922908744	5,191	$878,836	0.48%
40	ALPHABET INC	GOOG	4,491	$855,266	0.46%
41	TJX COS INC NEW	872540109	7,004	$846,153	0.46%
42	COOPER COS INC	216648501	9,178	$843,734	0.46%
43	ALPHABET INC	GOOG	4,434	$839,367	0.46%
44	SCHWAB CHARLES CORP	SCHW-PJ	11,141	$824,545	0.45%
45	DIMENSIONAL ETF TRUST	25434V815	26,526	$816,470	0.44%
46	DIMENSIONAL ETF TRUST	25434V831	22,515	$760,782	0.41%
47	AMPHENOL CORP NEW	032095101	10,692	$742,559	0.40%
48	VANGUARD INTL EQUITY INDEX F	922042858	16,842	$741,722	0.40%
49	VANGUARD INDEX FDS	922908629	2,772	$732,279	0.40%
50	SPDR S&P 500 ETF TR	SPY	1,186	$694,980	0.38%
51	ISHARES TR	464288588	7,534	$690,717	0.37%
52	ISHARES TR	464287721	4,320	$689,126	0.37%
53	DIMENSIONAL ETF TRUST	25434V658	26,603	$679,441	0.37%
54	IQVIA HLDGS INC	IQV	3,370	$662,239	0.36%
55	ISHARES INC	46434G764	11,787	$653,589	0.35%
56	VANGUARD INDEX FDS	922908751	2,712	$651,639	0.35%
57	AMERICAN CENTY ETF TR	025072604	10,831	$636,754	0.35%
58	ETF SER SOLUTIONS	26922A321	11,559	$634,864	0.34%
59	ZOETIS INC	ZTS	3,874	$631,191	0.34%
60	DIMENSIONAL ETF TRUST	25434V575	11,726	$613,504	0.33%
61	ISHARES TR	46432F834	9,110	$602,535	0.33%
62	COSTCO WHSL CORP NEW	22160K105	652	$597,685	0.32%
63	BLACKSTONE INC	BX	3,400	$586,228	0.32%
64	SPDR SER TR	78468R804	3,450	$569,974	0.31%
65	NETFLIX INC	NFLX	614	$547,270	0.30%
66	SCHWAB STRATEGIC TR	808524839	23,884	$542,167	0.29%
67	VANGUARD INDEX FDS	922908652	2,755	$523,395	0.28%
68	CONSTELLATION BRANDS INC	STZ	2,330	$514,930	0.28%
69	INVESCO EXCH TRADED FD TR II	IVZ	2,410	$507,184	0.28%
70	ISHARES TR	464287119	5,638	$505,165	0.27%
71	VANGUARD SCOTTSDALE FDS	92206C680	4,835	$499,456	0.27%
72	CADENCE DESIGN SYSTEM INC	CDNS	1,524	$457,901	0.25%
73	JPMORGAN CHASE & CO.	VYLD	1,905	$456,648	0.25%
74	ROPER TECHNOLOGIES INC	ROP	872	$453,309	0.25%
75	WELLTOWER INC	WELL	3,535	$445,516	0.24%
76	ABBVIE INC	ABBV	2,473	$439,452	0.24%
77	SPDR SER TR	78468R663	4,587	$419,389	0.23%
78	SIMON PPTY GROUP INC NEW	828806109	2,420	$416,674	0.23%
79	TELEDYNE TECHNOLOGIES INC	TDY	882	$409,363	0.22%
80	SCHWAB STRATEGIC TR	808524300	14,613	$407,259	0.22%
81	BLACKROCK ETF TRUST II	BLK	7,287	$379,070	0.21%
82	FAIR ISAAC CORP	FICO	190	$378,277	0.21%
83	SPDR INDEX SHS FDS	78463X509	9,854	$378,098	0.21%
84	ILLUMINA INC	ILMN	2,804	$374,699	0.20%
85	DIGITAL RLTY TR INC	253868103	2,079	$368,669	0.20%
86	SCHWAB STRATEGIC TR	808524797	13,228	$361,389	0.20%
87	EQUINIX INC	EQIX	379	$357,355	0.19%
88	BROADCOM INC	AVGO	1,541	$357,265	0.19%
89	LAM RESEARCH CORP	LRCX	4,928	$355,949	0.19%
90	LABCORP HOLDINGS INC	LH	1,547	$354,758	0.19%
91	CATERPILLAR INC	CAT	973	$352,965	0.19%
92	SALESFORCE INC	CRM	1,038	$347,035	0.19%
93	ECOLAB INC	ECL	1,449	$339,530	0.18%
94	ISHARES TR	46435G425	2,608	$335,963	0.18%
95	GARTNER INC	IT	689	$333,800	0.18%
96	ISHARES INC	46434G103	6,387	$333,529	0.18%
97	SCHWAB STRATEGIC TR	808524771	13,980	$331,046	0.18%
98	SILA REALTY TRUST INC	SILA	13,322	$323,991	0.18%
99	ISHARES TR	464287432	3,624	$316,484	0.17%
100	BERKLEY W R CORP	WRB-PH	5,359	$313,609	0.17%
101	HOME DEPOT INC	HD	805	$313,117	0.17%
102	LPL FINL HLDGS INC	50212V100	958	$312,797	0.17%
103	ISHARES TR	46434V381	5,218	$311,306	0.17%
104	ISHARES TR	46432F396	1,501	$310,587	0.17%
105	PROLOGIS INC.	PLDGP	2,806	$296,594	0.16%
106	NISOURCE INC	NI	8,062	$296,359	0.16%
107	ISHARES TR	464288687	9,369	$294,550	0.16%
108	AMETEK INC	AME	1,602	$288,777	0.16%
109	GRAINGER W W INC	384802104	273	$287,756	0.16%
110	DIMENSIONAL ETF TRUST	25434V567	5,468	$287,617	0.16%
111	ACCENTURE PLC IRELAND	ACN	800	$281,432	0.15%
112	BROADRIDGE FINL SOLUTIONS IN	11133T103	1,230	$278,091	0.15%
113	INTUITIVE SURGICAL INC	ISRG	520	$271,419	0.15%
114	DBX ETF TR	233051432	7,367	$265,801	0.14%
115	DIMENSIONAL ETF TRUST	25434V823	11,192	$260,428	0.14%
116	UNITEDHEALTH GROUP INC	UNH	513	$259,506	0.14%
117	KLA CORP	KLAC	411	$258,979	0.14%
118	HOULIHAN LOKEY INC	HLI	1,480	$257,017	0.14%
119	BERKSHIRE HATHAWAY INC DEL	BRK-A	562	$254,743	0.14%
120	WABTEC	929740108	1,323	$250,828	0.14%
121	LENNOX INTL INC	526107107	408	$248,594	0.13%
122	ADOBE INC	ADBE	557	$247,687	0.13%
123	KIMBERLY-CLARK CORP	KMB	1,876	$245,831	0.13%
124	HERSHEY CO	HSY	1,436	$243,176	0.13%
125	MOTOROLA SOLUTIONS INC	MSI	523	$241,746	0.13%
126	DIMENSIONAL ETF TRUST	25434V781	9,055	$240,591	0.13%
127	SCHWAB STRATEGIC TR	808524805	12,942	$239,427	0.13%
128	ARISTA NETWORKS INC	ANET	2,147	$237,308	0.13%
129	GALLAGHER ARTHUR J & CO	363576109	835	$237,015	0.13%
130	ABBOTT LABS	ABLZF	2,089	$236,287	0.13%
131	SPDR INDEX SHS FDS	78463X889	6,905	$235,668	0.13%
132	CROWN CASTLE INC	CCI	2,585	$234,615	0.13%
133	TESLA INC	TSLA	577	$233,206	0.13%
134	LOCKHEED MARTIN CORP	LMT	471	$228,878	0.12%
135	DIMENSIONAL ETF TRUST	25434V765	9,068	$228,786	0.12%
136	POOL CORP	POOL	665	$226,725	0.12%
137	INTERNATIONAL BUSINESS MACHS	INTR	1,029	$226,205	0.12%
138	GODADDY INC	GDDY	1,127	$222,436	0.12%
139	AMERICAN CENTY ETF TR	025072877	2,293	$221,343	0.12%
140	WEST PHARMACEUTICAL SVSC INC	955306105	672	$220,120	0.12%
141	3M CO	MMM	1,700	$219,411	0.12%
142	COCA COLA CO	KO	3,494	$217,536	0.12%
143	PUBLIC STORAGE OPER CO	PSA-PS	716	$214,399	0.12%
144	PALO ALTO NETWORKS INC	PANW	1,172	$213,257	0.12%
145	VERISK ANALYTICS INC	VRSK	765	$210,704	0.11%
146	SS&C TECHNOLOGIES HLDGS INC	SSNC	2,779	$210,593	0.11%
147	MONSTER BEVERAGE CORP NEW	MNST	4,005	$210,503	0.11%
148	HEICO CORP NEW	HEI-A	1,130	$210,270	0.11%
149	ALLIANT ENERGY CORP	LNT	3,553	$210,124	0.11%
150	AMERICAN CENTY ETF TR	025072323	3,825	$207,927	0.11%
151	ROSS STORES INC	ROST	1,372	$207,542	0.11%
152	GRAYSCALE BITCOIN TRUST ETF	GBTC	2,771	$205,109	0.11%
153	BOSTON SCIENTIFIC CORP	BSX	2,290	$204,543	0.11%
154	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,034	$204,205	0.11%
155	VANGUARD CHARLOTTE FDS	92203J407	4,160	$204,048	0.11%
156	ISHARES BITCOIN TRUST ETF	IBIT	3,824	$202,863	0.11%
157	EQUIFAX INC	EFX	785	$200,057	0.11%
158	BARINGS BDC INC	BBDC	13,285	$127,137	0.07%
159	VIMEO INC	92719V100	10,530	$67,392	0.04%