Hutchens & Kramer Investment Management Group, LLC — Q2 2025 13F Holdings

Name: Hutchens & Kramer Investment Management Group, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001920117

Total reported value

$373.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	9.30%	-0.40%	-1.96%
2	AVUS	Avantis U.s. Equity ETF	ETF-Other	6.39%	+1.42%	+80.46%
3	DCOR	Dimensional US Core Eq 1 ETF	ETF-Other	6.26%	-0.26%	-0.38%
4	DFIC	Dimensional International Co	ETF-Other	5.13%	—	-1.79%
5	PYLD	Pimco Multisector Bond Actv	ETF-Other	4.77%	-0.18%	+55.86%
6	BOND	Pimco Active Bond Exchange-t	ETF-Other	4.32%	-2.06%	+122.06%
7	LLY	Eli Lilly & Co	Stock-Healthcare	3.05%	+0.50%	-1.91%
8	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.86%	-0.06%	+9.47%
9	SCHX	Schwab US Large-cap ETF	ETF-Other	2.08%	-0.06%	-3.38%
10	DFCF	Dimensional Core Fixed INC	ETF-Other	1.93%	-0.42%	-22.11%
11	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.91%	-0.04%	-1.19%
12	AVDE	Avantis International Equity	ETF-Other	1.72%	+0.05%	+132.82%
13	MSFT	Microsoft CORP	Stock-Tech	1.67%	-0.41%	-1.88%
14	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	1.62%	—	+1.47%
15	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.40%	-0.07%	+6.56%
16	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	1.37%	-0.69%	—
17	AMZN	Amazon.com INC	Stock-Consumer Disc	1.33%	-0.26%	-3.62%
18	AAPL	Apple INC	Stock-Tech	1.23%	+0.06%	+3.19%
19	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.21%	—	-0.56%
20	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.18%	+0.19%	-2.98%
21	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	1.16%	+0.11%	+103.12%
22	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	1.15%	—	—
23	GLD	Spdr Gold Shares	ETF-Commodities	1.11%	-0.25%	-0.46%
24	NVDA	Nvidia CORP	Stock-Tech	1.04%	+0.07%	+0.73%
25	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.97%	+0.10%	+9.68%
26	XLK	Ss Technology Select Sector	ETF-Tech	0.85%	+0.19%	—
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.83%	—	-6.52%
28	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.83%	-0.18%	-9.62%
29	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.82%	—	-16.57%
30	AVGE	Avantis All Eqty Mrkts ETF	ETF-Other	0.81%	+0.42%	—
31	MA	Mastercard INC - A	Stock-Financials	0.78%	—	-4.78%
32	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.73%	—	-5.84%
33	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.72%	-0.22%	+23.18%
34	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.67%	—	+6.83%
35	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.64%	—	-29.47%
36	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.59%	—	-3.49%
37	DFSD	Dimensional Short Duration	ETF-Other	0.59%	—	-36.15%
38	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.56%	+0.10%	-21.51%
39	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.55%	—	+12.97%
40	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.54%	—	-10.49%
41	V	Visa Inc-class A Shares	Stock-Financials	0.52%	—	-7.07%
42	ADP	Automatic Data Processing	Stock-Tech	0.46%	—	-1.34%
43	AMT	American Tower CORP	Stock-Real Estate	0.46%	—	-17.54%
44	ETN	Eaton Corporation plc	Stock-Industrials	0.46%	—	+1.34%
45	APH	Amphenol Corp-cl A	Stock-Tech	0.45%	—	+0.26%
46	SCHW	Schwab (charles) CORP	Stock-Financials	0.45%	—	-0.10%
47	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.44%	—	+8.31%
48	VTV	Vanguard Value ETF	ETF-Other	0.44%	—	+2.41%
49	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.44%	—	+67.28%
50	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.42%	—	—

1–50 of 159

Holding changes this quarter

Position changes disclosed by Hutchens & Kramer Investment Management Group, LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVUS	Avantis U.s. Equity ETF	+2.5%	+80.46%	Add
2	BOND	Pimco Active Bond Exchange-t	+2%	+122.06%	Add
3	SGOV	Ishares 0-3 Month Treasury B	+1.4%	NEW	New buy
4	TFLO	Ishares Treasury Floating Ra	+1.2%	NEW	New buy
5	PYLD	Pimco Multisector Bond Actv	+1.1%	+55.86%	Add
6	AVDE	Avantis International Equity	+0.9%	+132.82%	Add
7	XLK	Ss Technology Select Sector	+0.9%	NEW	New buy
8	AVGE	Avantis All Eqty Mrkts ETF	+0.8%	NEW	New buy
9	AVEM	Avantis Emerging Markets Eq	+0.6%	+103.12%	Add
10	QQQM	Invesco Nasdaq 100 ETF	+0.4%	NEW	New buy
11	IBIT	Ishares Bitcoin Trust ETF	+0.3%	NEW	New buy
12	VONG	Vanguard Russell 1000 Growth	+0.3%	NEW	New buy
13	THRO	Ishares U.s. Thematic Rotati	+0.2%	NEW	New buy
14	ELV	Elevance Health INC	+0.2%	+248.43%	Add
15	NVDA	Nvidia CORP	+0.2%	+0.73%	Add
16	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+144.66%	Add
17	IEMG	Ishares Core Msci Emerging	+0.2%	+67.28%	Add
18	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.2%	NEW	New buy
19	JBL	Jabil INC	+0.1%	NEW	New buy
20	AVGO	Broadcom INC	+0.1%	+29.34%	Add
21	MSFT	Microsoft CORP	+0.1%	-1.88%	Trim
22	VNQ	Vanguard Real Estate ETF	+0.1%	+110.10%	Add
23	AVNM	Avantis All Intl Mkts Eq ETF	+0.1%	NEW	New buy
24	APH	Amphenol Corp-cl A	+0.1%	+0.26%	Add
25	EFV	Ishares Msci Eafe Value ETF	+0.1%	+23.18%	Add
26	QQQ	Invesco Qqq Trust Series 1	+0.1%	+9.68%	Add
27	VOO	Vanguard S&p 500 ETF	0%	+9.47%	Add
28	VEA	Vanguard Ftse Developed ETF	0%	+6.56%	Add
29	META	Meta Platforms Inc-class A	0%	-6.52%	Trim
30	XLG	Invesco S&p 500 Top 50 ETF	-0.1%	+1.47%	Add
31	AMZN	Amazon.com INC	-0.1%	-3.62%	Trim
32	UNH	Unitedhealth Group INC	-0.1%	EXIT	Sold out
33	HEFA	Isha Curr Hedged Msci Eafe	-0.1%	EXIT	Sold out
34	DFEM	Dimensional Emrg Mrkt Core	-0.2%	-1.19%	Trim
35	SHV	Ishares 0-1 Year Treasury Bo	-0.2%	EXIT	Sold out
36	MBB	Ishares Mbs ETF	-0.2%	-46.13%	Trim
37	STZ	Constellation Brands Inc-a	-0.2%	EXIT	Sold out
38	SCHX	Schwab US Large-cap ETF	-0.3%	-3.38%	Trim
39	EMXC	Ishares Msci Emr Mrk Ex Chna	-0.3%	EXIT	Sold out
40	GSST	Goldman Sachs Ultra Short Bo	-0.3%	EXIT	Sold out
41	SCHZ	Schwab US Aggregate Bond ETF	-0.3%	EXIT	Sold out
42	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.5%	-29.47%	Trim
43	JPST	Jpmorgan Ultra-short Income	-0.5%	EXIT	Sold out
44	DFIC	Dimensional International Co	-0.5%	-1.79%	Trim
45	DFSD	Dimensional Short Duration	-0.5%	-36.15%	Trim
46	MINT	Pimco Enhanced Short Maturit	-0.6%	-77.88%	Trim
47	DCOR	Dimensional US Core Eq 1 ETF	-0.6%	-0.38%	Trim
48	LLY	Eli Lilly & Co	-0.9%	-1.91%	Trim
49	DFCF	Dimensional Core Fixed INC	-1%	-22.11%	Trim
50	DFAC	Dimensional US Core Equity 2	-1.1%	-1.96%	Trim