13F HOLDINGS REPORT

Hutchens & Kramer Investment Management Group, LLC

Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001951757-25-000455

Total Value

$181.7M

Positions

159

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (159)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	574,086	$18.9M	10.42%
2	DIMENSIONAL ETF TRUST	25434V625	204,133	$12.5M	6.89%
3	DIMENSIONAL ETF TRUST	25434V799	366,945	$10.2M	5.61%
4	ELI LILLY & CO	LLY	8,746	$7.2M	3.98%
5	AMERICAN CENTY ETF TR	025072885	76,311	$7.0M	3.88%
6	PIMCO ETF TR	72201R585	252,757	$6.7M	3.67%
7	DIMENSIONAL ETF TRUST	25434V872	128,131	$5.4M	2.97%
8	VANGUARD INDEX FDS	922908363	10,036	$5.2M	2.84%
9	PIMCO ETF TR	72201R775	46,283	$4.3M	2.36%
10	SCHWAB STRATEGIC TR	808524201	191,869	$4.2M	2.33%
11	DIMENSIONAL ETF TRUST	25434V732	141,742	$3.8M	2.06%
12	INVESCO EXCHANGE TRADED FD T	IVZ	67,310	$3.1M	1.70%
13	MICROSOFT CORP	MSFT	7,535	$2.8M	1.56%
14	PROCTER AND GAMBLE CO	742718109	16,495	$2.8M	1.55%
15	APPLE INC	AAPL	12,546	$2.8M	1.53%
16	AMAZON COM INC	AMZN	13,604	$2.6M	1.42%
17	VANGUARD TAX-MANAGED FDS	921943858	50,381	$2.6M	1.41%
18	ISHARES TR	464287200	4,264	$2.4M	1.32%
19	SPDR GOLD TR	GLD	7,882	$2.3M	1.25%
20	ISHARES TR	46434V613	43,047	$2.0M	1.09%
21	DIMENSIONAL ETF TRUST	25434V864	41,689	$2.0M	1.09%
22	ISHARES TR	46432F339	10,867	$1.9M	1.02%
23	ISHARES TR	464287309	19,662	$1.8M	1.00%
24	MASTERCARD INCORPORATED	MA	3,178	$1.7M	0.96%
25	INVESCO QQQ TR	IVZ	3,544	$1.7M	0.91%
26	NVIDIA CORPORATION	NVDA	14,628	$1.6M	0.87%
27	META PLATFORMS INC	META	2,683	$1.5M	0.85%
28	BLACKROCK ETF TRUST	BLK	31,194	$1.5M	0.84%
29	AMERICAN CENTY ETF TR	025072703	21,815	$1.4M	0.80%
30	SPDR SER TR	78464A854	21,570	$1.4M	0.78%
31	ISHARES TR	464287408	6,983	$1.3M	0.73%
32	ISHARES TR	464287457	16,086	$1.3M	0.73%
33	PIMCO ETF TR	72201R833	12,203	$1.2M	0.68%
34	VISA INC	V	3,410	$1.2M	0.66%
35	ISHARES TR	464288885	11,820	$1.2M	0.65%
36	ISHARES TR	464288877	19,921	$1.2M	0.65%
37	AMERICAN TOWER CORP NEW	03027X100	5,388	$1.2M	0.65%
38	AMERICAN CENTY ETF TR	025072604	18,155	$1.1M	0.60%
39	AUTOMATIC DATA PROCESSING IN	ADP	3,287	$1.0M	0.55%
40	SPDR S&P 500 ETF TR	SPY	1,711	$957,034	0.53%
41	VANGUARD INDEX FDS	922908744	5,237	$904,639	0.50%
42	SCHWAB CHARLES CORP	SCHW-PJ	10,671	$835,326	0.46%
43	J P MORGAN EXCHANGE TRADED F	46641Q837	16,356	$828,104	0.46%
44	VANGUARD INTL EQUITY INDEX F	922042858	17,908	$810,516	0.45%
45	TJX COS INC NEW	872540109	6,614	$805,585	0.44%
46	COOPER COS INC	216648501	8,974	$756,957	0.42%
47	EATON CORP PLC	ETN	2,760	$750,251	0.41%
48	DIMENSIONAL ETF TRUST	25434V815	24,963	$702,708	0.39%
49	DIMENSIONAL ETF TRUST	25434V658	26,406	$693,422	0.38%
50	ALPHABET INC	GOOG	4,469	$691,033	0.38%
51	ALPHABET INC	GOOG	4,377	$683,819	0.38%
52	DIMENSIONAL ETF TRUST	25434V831	20,289	$672,377	0.37%
53	VANGUARD INDEX FDS	922908629	2,583	$667,987	0.37%
54	AMPHENOL CORP NEW	032095101	10,122	$663,902	0.37%
55	ETF SER SOLUTIONS	26922A321	11,600	$629,184	0.35%
56	ISHARES TR	46432F834	8,977	$626,684	0.34%
57	ZOETIS INC	ZTS	3,682	$606,241	0.33%
58	SPDR SER TR	78468R804	3,381	$588,429	0.32%
59	COSTCO WHSL CORP NEW	22160K105	613	$580,054	0.32%
60	IQVIA HLDGS INC	IQV	3,208	$565,570	0.31%
61	ISHARES TR	464287721	4,014	$563,726	0.31%
62	ISHARES TR	464288588	5,959	$558,835	0.31%
63	GOLDMAN SACHS ETF TR	NVGLF	10,904	$551,088	0.30%
64	SCHWAB STRATEGIC TR	808524839	23,696	$548,793	0.30%
65	VANGUARD INDEX FDS	922908751	2,473	$548,388	0.30%
66	ISHARES INC	46434G764	9,664	$532,390	0.29%
67	NETFLIX INC	NFLX	565	$526,879	0.29%
68	WELLTOWER INC	WELL	3,422	$524,285	0.29%
69	ISHARES INC	46434G103	9,472	$511,204	0.28%
70	ROPER TECHNOLOGIES INC	ROP	846	$498,785	0.27%
71	VANGUARD INDEX FDS	922908652	2,786	$479,916	0.26%
72	BLACKSTONE INC	BX	3,405	$475,951	0.26%
73	JPMORGAN CHASE & CO.	VYLD	1,899	$465,734	0.26%
74	DIMENSIONAL ETF TRUST	25434V575	8,813	$460,479	0.25%
75	TELEDYNE TECHNOLOGIES INC	TDY	886	$440,810	0.24%
76	ABBVIE INC	ABBV	2,039	$427,147	0.24%
77	CADENCE DESIGN SYSTEM INC	CDNS	1,609	$409,217	0.23%
78	CONSTELLATION BRANDS INC	STZ	2,224	$408,148	0.22%
79	SCHWAB STRATEGIC TR	808524797	13,693	$382,856	0.21%
80	SPDR INDEX SHS FDS	78463X509	9,556	$376,220	0.21%
81	BERKLEY W R CORP	WRB-PH	5,167	$367,684	0.20%
82	BLACKROCK ETF TRUST II	BLK	7,007	$367,027	0.20%
83	SCHWAB STRATEGIC TR	808524300	14,615	$365,970	0.20%
84	LABCORP HOLDINGS INC	LH	1,547	$360,049	0.20%
85	SILA REALTY TRUST INC	SILA	13,322	$355,831	0.20%
86	GALLAGHER ARTHUR J & CO	363576109	1,022	$352,835	0.19%
87	ECOLAB INC	ECL	1,387	$351,632	0.19%
88	EQUINIX INC	EQIX	429	$349,785	0.19%
89	SIMON PPTY GROUP INC NEW	828806109	1,988	$330,103	0.18%
90	SCHWAB STRATEGIC TR	808524771	13,980	$330,068	0.18%
91	FAIR ISAAC CORP	FICO	178	$328,260	0.18%
92	LAM RESEARCH CORP	LRCX	4,493	$326,641	0.18%
93	EA SERIES TRUST	02072L565	2,910	$324,436	0.18%
94	ISHARES TR	46435G425	2,659	$324,159	0.18%
95	NISOURCE INC	NI	8,062	$323,206	0.18%
96	BROADCOM INC	AVGO	1,878	$314,440	0.17%
97	LPL FINL HLDGS INC	50212V100	960	$314,054	0.17%
98	CROWN CASTLE INC	CCI	2,979	$310,501	0.17%
99	PROLOGIS INC.	PLDGP	2,760	$308,540	0.17%
100	ISHARES TR	464288679	2,787	$307,852	0.17%
101	DIGITAL RLTY TR INC	253868103	2,145	$307,357	0.17%
102	CATERPILLAR INC	CAT	928	$306,054	0.17%
103	BERKSHIRE HATHAWAY INC DEL	BRK-A	562	$299,453	0.16%
104	BROADRIDGE FINL SOLUTIONS IN	11133T103	1,230	$298,226	0.16%
105	ISHARES GOLD TR	IAU	5,030	$296,569	0.16%
106	ISHARES TR	46434V381	5,057	$291,081	0.16%
107	HOME DEPOT INC	HD	783	$286,984	0.16%
108	VANGUARD INDEX FDS	922908553	3,167	$286,740	0.16%
109	INTUITIVE SURGICAL INC	ISRG	569	$281,809	0.16%
110	GARTNER INC	IT	661	$277,448	0.15%
111	ABBOTT LABS	ABLZF	2,091	$277,404	0.15%
112	AMETEK INC	AME	1,605	$276,285	0.15%
113	SALESFORCE INC	CRM	1,022	$274,264	0.15%
114	ISHARES TR	46432F396	1,352	$273,280	0.15%
115	GRAINGER W W INC	384802104	273	$269,678	0.15%
116	KLA CORP	KLAC	393	$267,161	0.15%
117	ISHARES TR	464287101	980	$265,413	0.15%
118	KIMBERLY-CLARK CORP	KMB	1,865	$265,240	0.15%
119	PIMCO ETF TR	72201R866	5,075	$261,616	0.14%
120	UNITEDHEALTH GROUP INC	UNH	495	$259,256	0.14%
121	DIMENSIONAL ETF TRUST	25434V823	10,873	$258,442	0.14%
122	SCHWAB STRATEGIC TR	808524805	12,942	$255,993	0.14%
123	INTERNATIONAL BUSINESS MACHS	INTR	1,029	$255,871	0.14%
124	VANGUARD INDEX FDS	922908769	909	$249,948	0.14%
125	3M CO	MMM	1,700	$249,706	0.14%
126	ACCENTURE PLC IRELAND	ACN	800	$249,632	0.14%
127	ISHARES TR	46434V803	6,836	$248,078	0.14%
128	COCA COLA CO	KO	3,436	$246,086	0.14%
129	ISHARES TR	464288653	2,355	$244,331	0.13%
130	HERSHEY CO	HSY	1,398	$239,027	0.13%
131	HOULIHAN LOKEY INC	HLI	1,480	$239,020	0.13%
132	HEICO CORP NEW	HEI-A	1,130	$238,396	0.13%
133	VANGUARD CHARLOTTE FDS	92203J407	4,854	$236,972	0.13%
134	DIMENSIONAL ETF TRUST	25434V781	8,001	$232,989	0.13%
135	SS&C TECHNOLOGIES HLDGS INC	SSNC	2,779	$232,130	0.13%
136	BROWN & BROWN INC	BRO	1,862	$231,633	0.13%
137	S&P GLOBAL INC	SPGI	453	$230,169	0.13%
138	AT&T INC	T-PC	8,088	$228,735	0.13%
139	ALLIANT ENERGY CORP	LNT	3,553	$228,636	0.13%
140	VERISK ANALYTICS INC	VRSK	765	$227,679	0.13%
141	MONSTER BEVERAGE CORP NEW	MNST	3,859	$225,829	0.12%
142	SPDR INDEX SHS FDS	78463X889	6,190	$225,378	0.12%
143	DIMENSIONAL ETF TRUST	25434V765	8,200	$220,908	0.12%
144	BOSTON SCIENTIFIC CORP	BSX	2,187	$220,625	0.12%
145	MOTOROLA SOLUTIONS INC	MSI	503	$220,218	0.12%
146	EXTRA SPACE STORAGE INC	EXR	1,462	$217,092	0.12%
147	VANGUARD BD INDEX FDS	921937827	2,770	$216,836	0.12%
148	PUBLIC STORAGE OPER CO	PSA-PS	716	$214,292	0.12%
149	ADOBE INC	ADBE	553	$212,092	0.12%
150	POOL CORP	POOL	665	$211,703	0.12%
151	LOCKHEED MARTIN CORP	LMT	471	$210,353	0.12%
152	ELEVANCE HEALTH INC	ELV	479	$208,346	0.11%
153	AMERICAN CENTY ETF TR	025072877	2,363	$205,983	0.11%
154	SUN CMNTYS INC	866674104	1,589	$204,409	0.11%
155	EOG RES INC	EOG	1,569	$201,209	0.11%
156	BONDBLOXX ETF TRUST	09789C812	4,309	$200,670	0.11%
157	PALO ALTO NETWORKS INC	PANW	1,173	$200,161	0.11%
158	BARINGS BDC INC	BBDC	13,285	$126,739	0.07%
159	VIMEO INC	92719V100	10,530	$55,388	0.03%