Hutchens & Kramer Investment Management Group, LLC — Q1 2025 13F Holdings

Name: Hutchens & Kramer Investment Management Group, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001920117

Total reported value

$373.3M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	10.42%	-0.40%	-1.01%
2	DCOR	Dimensional US Core Eq 1 ETF	ETF-Other	6.89%	-0.26%	+0.76%
3	DFIC	Dimensional International Co	ETF-Other	5.61%	—	-0.73%
4	LLY	Eli Lilly & Co	Stock-Healthcare	3.98%	+0.50%	-35.96%
5	AVUS	Avantis U.s. Equity ETF	ETF-Other	3.88%	+1.42%	+136.04%
6	PYLD	Pimco Multisector Bond Actv	ETF-Other	3.67%	-0.18%	+24.32%
7	DFCF	Dimensional Core Fixed INC	ETF-Other	2.97%	-0.42%	-3.32%
8	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.84%	-0.06%	+2.11%
9	BOND	Pimco Active Bond Exchange-t	ETF-Other	2.36%	-2.06%	+10.43%
10	SCHX	Schwab US Large-cap ETF	ETF-Other	2.33%	-0.06%	-2.31%
11	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	2.06%	-0.04%	+1.40%
12	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	1.70%	—	+0.89%
13	MSFT	Microsoft CORP	Stock-Tech	1.56%	-0.41%	-2.32%
14	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.55%	—	-0.04%
15	AAPL	Apple INC	Stock-Tech	1.53%	+0.06%	-0.70%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.42%	-0.26%	-3.32%
17	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.41%	-0.07%	+1.13%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.32%	+0.19%	-37.01%
19	GLD	Spdr Gold Shares	ETF-Commodities	1.25%	-0.25%	+11.55%
20	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.09%	—	-12.91%
21	DFSD	Dimensional Short Duration	ETF-Other	1.09%	—	-3.98%
22	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.02%	-0.18%	+0.52%
23	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.00%	—	-7.95%
24	MA	Mastercard INC - A	Stock-Financials	0.96%	—	-4.59%
25	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.91%	+0.10%	-1.69%
26	NVDA	Nvidia CORP	Stock-Tech	0.87%	+0.07%	+16.74%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.85%	—	-3.00%
28	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.84%	—	-6.97%
29	AVDE	Avantis International Equity	ETF-Other	0.80%	+0.05%	+28.57%
30	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.78%	+0.10%	-3.58%
31	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.73%	—	+25.26%
32	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.73%	—	-1.16%
33	MINT	Pimco Enhanced Short Maturit	ETF-Other	0.68%	+2.09%	—
34	V	Visa Inc-class A Shares	Stock-Financials	0.66%	—	-3.84%
35	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.65%	—	-35.51%
36	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.65%	-0.22%	-22.95%
37	AMT	American Tower CORP	Stock-Real Estate	0.65%	—	+2.20%
38	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.60%	+0.11%	+67.62%
39	ADP	Automatic Data Processing	Stock-Tech	0.55%	—	-3.86%
40	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.53%	—	+44.27%
41	VTV	Vanguard Value ETF	ETF-Other	0.50%	—	+0.89%
42	SCHW	Schwab (charles) CORP	Stock-Financials	0.46%	—	-4.22%
43	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.46%	—	—
44	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.45%	—	+6.33%
45	TJX	Tjx Companies INC	Stock-Consumer Disc	0.44%	—	-5.57%
46	COO	Cooper Cos Inc/the	Stock-Healthcare	0.42%	—	-2.22%
47	ETN	Eaton Corporation plc	Stock-Industrials	0.41%	—	-1.25%
48	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.39%	—	-5.89%
49	DFGR	Dim Global Real Estate ETF	ETF-Other	0.38%	—	-0.74%
50	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.38%	+0.22%	+0.79%

1–50 of 159

Holding changes this quarter

Position changes disclosed by Hutchens & Kramer Investment Management Group, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVUS	Avantis U.s. Equity ETF	+2.2%	+136.04%	Add
2	PYLD	Pimco Multisector Bond Actv	+0.8%	+24.32%	Add
3	MINT	Pimco Enhanced Short Maturit	+0.7%	NEW	New buy
4	JPST	Jpmorgan Ultra-short Income	+0.5%	NEW	New buy
5	DFIC	Dimensional International Co	+0.4%	-0.73%	Trim
6	GLD	Spdr Gold Shares	+0.3%	+11.55%	Add
7	GSST	Goldman Sachs Ultra Short Bo	+0.3%	NEW	New buy
8	BOND	Pimco Active Bond Exchange-t	+0.3%	+10.43%	Add
9	AVEM	Avantis Emerging Markets Eq	+0.3%	+67.62%	Add
10	AVDE	Avantis International Equity	+0.2%	+28.57%	Add
11	BOXX	Alpha Architect 1-3 Mnth Box	+0.2%	NEW	New buy
12	SHV	Ishares 0-1 Year Treasury Bo	+0.2%	NEW	New buy
13	IAU	Ishares Gold Trust	+0.2%	NEW	New buy
14	VNQ	Vanguard Real Estate ETF	+0.2%	NEW	New buy
15	IVE	Ishares S&p 500 Value ETF	+0.2%	+25.26%	Add
16	OEF	Ishares S&p 100 ETF	+0.2%	NEW	New buy
17	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+44.27%	Add
18	MUNI	Pimco Intermediate Municipal	+0.1%	NEW	New buy
19	VTI	Vanguard Total Stock Mkt ETF	+0.1%	NEW	New buy
20	HEFA	Isha Curr Hedged Msci Eafe	+0.1%	NEW	New buy
21	TLH	Ishares 10-20 Year Treasury	+0.1%	NEW	New buy
22	BRO	Brown & Brown INC	+0.1%	NEW	New buy
23	SPGI	S&p Global INC	+0.1%	NEW	New buy
24	T	At&t INC	+0.1%	NEW	New buy
25	XLG	Invesco S&p 500 Top 50 ETF	-0.1%	+0.89%	Add
26	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.1%	-12.91%	Trim
27	GDDY	Godaddy INC - Class A	-0.1%	EXIT	Sold out
28	LII	Lennox International INC	-0.1%	EXIT	Sold out
29	ANET	Arista Networks INC	-0.1%	EXIT	Sold out
30	TSLA	Tesla INC	-0.1%	EXIT	Sold out
31	SCHX	Schwab US Large-cap ETF	-0.1%	-2.31%	Trim
32	HYLB	Xtrackers Usd High Yield Cor	-0.1%	EXIT	Sold out
33	WAB	Wabtec CORP	-0.1%	EXIT	Sold out
34	PFF	Ishares Preferred & Income S	-0.2%	EXIT	Sold out
35	DGCB	Dimensional Global Credit	-0.2%	EXIT	Sold out
36	DCOR	Dimensional US Core Eq 1 ETF	-0.2%	+0.76%	Add
37	TLT	Ishares 20+ Year Treasury Bd	-0.2%	EXIT	Sold out
38	IVW	Ishares S&p 500 Growth ETF	-0.2%	-7.95%	Trim
39	AAPL	Apple INC	-0.2%	-0.70%	Trim
40	ILMN	Illumina INC	-0.2%	EXIT	Sold out
41	MSFT	Microsoft CORP	-0.2%	-2.32%	Trim
42	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.2%	EXIT	Sold out
43	AMZN	Amazon.com INC	-0.3%	-3.32%	Trim
44	ILCG	Ishares Morningstar Growth E	-0.3%	EXIT	Sold out
45	VONG	Vanguard Russell 1000 Growth	-0.3%	EXIT	Sold out
46	QQQM	Invesco Nasdaq 100 ETF	-0.3%	EXIT	Sold out
47	EFG	Ishares Msci Eafe Growth ETF	-0.3%	-35.51%	Trim
48	DFAC	Dimensional US Core Equity 2	-0.5%	-1.01%	Trim
49	IVV	Ishares Core S&p 500 ETF	-0.8%	-37.01%	Trim
50	LLY	Eli Lilly & Co	-1.7%	-35.96%	Trim