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13F-HR filed by Hutchens & Kramer Investment Management Group, LLC

Hutchens & Kramer Investment Management Group, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-31, with 108 holding rows worth $136,336,842.

Accession
0001951757-23-000093
Filed
2023-01-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 108 entries on the cover page, a total value of $136,336,842 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,336,842 with VALUE read as dollars as filed, 13F file number 028-22538. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Eli Lilly and Company532457108COM43,879$16,052,797dollars as filed
Microsoft Corp594918104COM32,542$7,804,282dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF152,836$7,661,669dollars as filed
Vanguard S&P 500 ETF922908363COM16,528$5,806,973dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS98,463$4,445,604dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM107,157$4,381,650dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF177,560$4,304,054dollars as filed
MasterCard, Inc57636Q104COM11,208$3,897,405dollars as filed
Procter & Gamble Co742718109COM22,897$3,470,269dollars as filed
Charles Schwab Corp808513105COM38,824$3,232,486dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF10,341$2,853,909dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,812$2,678,190dollars as filed
CDW CORP COM12514G108Stock14,681$2,621,814dollars as filed
Abbott Laboratories002824100COM22,383$2,457,432dollars as filed
IQVIA HLDGS INC COM46266C105Stock11,438$2,343,532dollars as filed
Amazon.com, Inc023135106COM27,157$2,281,188dollars as filed
SPDR GOLD TR78463V107GOLD SHS13,307$2,257,399dollars as filed
NIKE,Inc. Class B654106103COM18,586$2,174,690dollars as filed
Automatic Data Processing,Inc.053015103COM8,872$2,119,258dollars as filed
TJX Companies Inc872540109COM25,781$2,052,175dollars as filed
American Tower Corporation03027X100COM9,679$2,050,689dollars as filed
ZOETIS INC CL A98978V103Stock13,952$2,044,694dollars as filed
AMPHENOL CORP NEW032095101COM22,630$1,723,026dollars as filed
ETF SER SOLUTIONS26922A321DISTILLATE US40,569$1,655,215dollars as filed
THE COOPER COMPANIES216648402COM NEW5,000$1,653,350dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 267,992$1,650,846dollars as filed
APTIV PLCG6095L109SHS16,708$1,556,016dollars as filed
Apple Inc037833100COM11,445$1,487,054dollars as filed
ISHARES TR464287457COM17,264$1,401,319dollars as filed
Vanguard Value ETF922908744SHS9,967$1,399,074dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock5,578$1,292,702dollars as filed
STERICYCLE INC858912108COM25,647$1,279,529dollars as filed
INVESCO QQQ TR46090E103COM4,356$1,159,916dollars as filed
Eaton Corp. PlcG29183103COM7,132$1,119,367dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF25,887$1,074,828dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,646$1,016,620dollars as filed
VWO922042858SHS24,453$953,178dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,280$872,307dollars as filed
ILLUMINA INC452327109COM4,239$857,126dollars as filed
Vanguard Small-Cap ETF922908751SHS4,557$836,392dollars as filed
Visa Inc92826C839COM3,643$756,870dollars as filed
ISHARES TR46435G425COM8,706$737,834dollars as filed
Vanguard Extended Market ETF922908652SHS5,488$729,136dollars as filed
SPDR SERIES TRUST78468R804ST STR R1K LOWV5,373$728,740dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW3,094$728,575dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF8,597$720,085dollars as filed
ETF SER SOLUTIONS26922B105LHA MKT ST TACTL27,518$676,943dollars as filed
SPY78462F103SHS1,751$669,596dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 50014,192$630,834dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS18,906$623,158dollars as filed
ISHARES TR46432F834COM10,653$616,596dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT5,005$588,044dollars as filed
UnitedHealth Group Inc91324P102COM1,083$574,185dollars as filed
ISHARES TR46428743220 YR TR BD ETF5,394$537,027dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS11,216$503,935dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,562$493,516dollars as filed
iShares Short Treasury Bond ETF464288679SHS4,426$486,506dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF3,974$452,877dollars as filed
Prologis,Inc.74340W103COM3,777$425,781dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY18,884$422,057dollars as filed
ISHARES TR46434V1000-5YR INVT GR CP8,753$418,911dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF15,248$366,104dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF14,736$365,011dollars as filed
PROSHARES TR II74347W601ULTRA GOLD6,191$342,177dollars as filed
SPDW78463X889COM11,352$337,038dollars as filed
Johnson & Johnson478160104COM1,888$333,515dollars as filed
ISHARES TR464288687COM10,439$318,699dollars as filed
Vanguard Utilities ETF92204A876SHS2,060$315,922dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF6,572$311,118dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,510$309,687dollars as filed
WELLTOWER INC COM95040Q104REIT4,646$304,545dollars as filed
Adobe Inc00724F101COM892$300,185dollars as filed
Intuitive Surgical,Inc.46120E602COM1,078$286,047dollars as filed
McDonalds Corporation580135101COM1,069$281,714dollars as filed
CLOROX CO DEL189054109COM2,000$280,660dollars as filed
PUBLIC STORAGE COM74460D109REIT997$279,349dollars as filed
DIGITAL RLTY TR INC COM253868103REIT2,727$273,436dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS3,742$269,798dollars as filed
Home Depot, Inc437076102COM845$266,947dollars as filed
iShares MSCI EAFE Value ETF464288877SHS5,782$265,278dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS4,701$261,163dollars as filed
Walmart Inc.931142103COM1,752$248,416dollars as filed
Coca-Cola Company191216100COM3,855$245,217dollars as filed
REALTY INCOME CORP COM756109104REIT3,803$241,252dollars as filed
AMETEK INC COM031100100Stock1,714$239,480dollars as filed
Berkshire Hathaway Inc084670702COM744$229,822dollars as filed
iShares MBS ETF464288588SHS2,470$229,093dollars as filed
BERKLEY W R CORP COM084423102Stock3,091$224,314dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,671$224,131dollars as filed
BLACKSTONE INC09260D107COM3,000$222,570dollars as filed
META PLATFORMS INC CL A30303M102COM1,837$221,065dollars as filed
NISOURCE INC COM65473P105Stock8,062$221,060dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,017$219,845dollars as filed
BARINGS BDC INC06759L103COM26,542$216,317dollars as filed
Chevron Corporation166764100COM1,196$214,676dollars as filed
Elevance Health, Inc.036752103COM417$213,908dollars as filed
LAMB WESTON HLDGS INC513272104COM2,386$213,213dollars as filed
JPMorgan Chase & Co46625H100COM1,578$211,610dollars as filed
NVIDIA Corp67066G104COM1,444$211,028dollars as filed
Schwab U.S. Broad Market ETF808524102SHS4,688$210,069dollars as filed
Verizon Communications Inc92343V104COM5,303$208,936dollars as filed
Costco Wholesale Corporation22160K105COM457$208,621dollars as filed
INVITATION HOMES INC COM46187W107REIT7,022$208,132dollars as filed
ISHARES TR464287523COM586$203,916dollars as filed
DEXCOM INC COM252131107Stock1,783$201,907dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF2,214$200,323dollars as filed
Barclays Bank PLC06747R477COM12,506$176,585dollars as filed
AMC ENTMT HLDGS INC00165C104CL A COM24,991$101,713dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-23-000093this filing2023-01-31acceptance time not in the bulk data set