13F-HR filed by Hutchens & Kramer Investment Management Group, LLC
Hutchens & Kramer Investment Management Group, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-22, with 159 holding rows worth $184,214,795.
- Accession
- 0001951757-25-000104
- Filer
- CIK 1920117
- Filed
- 2025-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 159 entries on the cover page, a total value of $184,214,795 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,214,795 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 579,947 | $20,060,367 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 202,595 | $12,998,495 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 13,658 | $10,543,753 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 369,643 | $9,553,419 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 132,537 | $5,469,789 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 9,829 | $5,295,963 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 203,319 | $5,270,028 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 196,410 | $4,552,784 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 6,769 | $3,984,775 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 41,913 | $3,789,773 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 139,787 | $3,661,025 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 66,714 | $3,333,031 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,714 | $3,251,561 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,634 | $3,163,739 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 32,329 | $3,133,650 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,071 | $3,086,932 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 16,502 | $2,766,560 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 49,820 | $2,382,392 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 49,431 | $2,234,281 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 21,359 | $2,168,579 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 43,415 | $2,035,284 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 10,811 | $1,925,223 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,605 | $1,842,774 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 18,327 | $1,774,603 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,331 | $1,754,005 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 33,532 | $1,718,515 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 7,066 | $1,710,891 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,530 | $1,682,660 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,766 | $1,619,812 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 22,371 | $1,542,257 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 25,853 | $1,356,507 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 16,274 | $1,334,143 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,546 | $1,120,678 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 5,575 | $1,064,156 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 16,968 | $1,041,326 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,419 | $1,000,844 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 5,272 | $966,938 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,795 | $927,577 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 5,191 | $878,836 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,491 | $855,266 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 7,004 | $846,153 | dollars as filed | |
| COOPER COS INC | 216648501 | COM | 9,178 | $843,734 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,434 | $839,367 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 11,141 | $824,545 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 26,526 | $816,470 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 22,515 | $760,782 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 10,692 | $742,559 | dollars as filed | |
| VWO | 922042858 | SHS | 16,842 | $741,722 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,772 | $732,279 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,186 | $694,980 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 7,534 | $690,717 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 4,320 | $689,126 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 26,603 | $679,441 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 3,370 | $662,239 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 11,787 | $653,589 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,712 | $651,639 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 10,831 | $636,754 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A321 | DISTILLATE US | 11,559 | $634,864 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 3,874 | $631,191 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 11,726 | $613,504 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 9,110 | $602,535 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 652 | $597,685 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 3,400 | $586,228 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 3,450 | $569,974 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 614 | $547,270 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 23,884 | $542,167 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 2,755 | $523,395 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 2,330 | $514,930 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 2,410 | $507,184 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 5,638 | $505,165 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 4,835 | $499,456 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,524 | $457,901 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,905 | $456,648 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 872 | $453,309 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 3,535 | $445,516 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,473 | $439,452 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,587 | $419,389 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 2,420 | $416,674 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 882 | $409,363 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 14,613 | $407,259 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 7,287 | $379,070 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 190 | $378,277 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 9,854 | $378,098 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 2,804 | $374,699 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 2,079 | $368,669 | dollars as filed | |
| SCHD | 808524797 | COM | 13,228 | $361,389 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 379 | $357,355 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,541 | $357,265 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 4,928 | $355,949 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 1,547 | $354,758 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 973 | $352,965 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,038 | $347,035 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,449 | $339,530 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 2,608 | $335,963 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 689 | $333,800 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,387 | $333,529 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 13,980 | $331,046 | dollars as filed | |
| SILA REALTY TRUST INC | 146280508 | COMMON STOCK | 13,322 | $323,991 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 3,624 | $316,484 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 5,359 | $313,609 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 805 | $313,117 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 958 | $312,797 | dollars as filed | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 5,218 | $311,306 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,501 | $310,587 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,806 | $296,594 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 8,062 | $296,359 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 9,369 | $294,550 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,602 | $288,777 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 273 | $287,756 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 5,468 | $287,617 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 800 | $281,432 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 1,230 | $278,091 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 520 | $271,419 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 7,367 | $265,801 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 11,192 | $260,428 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 513 | $259,506 | dollars as filed | |
| KLA CORP | 482480100 | COM | 411 | $258,979 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 1,480 | $257,017 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 562 | $254,743 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1,323 | $250,828 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 408 | $248,594 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 557 | $247,687 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 1,876 | $245,831 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,436 | $243,176 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 523 | $241,746 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 9,055 | $240,591 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 12,942 | $239,427 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,147 | $237,308 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 835 | $237,015 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,089 | $236,287 | dollars as filed | |
| SPDW | 78463X889 | COM | 6,905 | $235,668 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 2,585 | $234,615 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 577 | $233,206 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 471 | $228,878 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 9,068 | $228,786 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 665 | $226,725 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,029 | $226,205 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 1,127 | $222,436 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 2,293 | $221,343 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 672 | $220,120 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,700 | $219,411 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,494 | $217,536 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 716 | $214,399 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,172 | $213,257 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 765 | $210,704 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 2,779 | $210,593 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 4,005 | $210,503 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 1,130 | $210,270 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 3,553 | $210,124 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 3,825 | $207,927 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 1,372 | $207,542 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 2,771 | $205,109 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,290 | $204,543 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,034 | $204,205 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,160 | $204,048 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 3,824 | $202,863 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 785 | $200,057 | dollars as filed | |
| BARINGS BDC INC | 06759L103 | COM | 13,285 | $127,137 | dollars as filed | |
| VIMEO INC | 92719V100 | COMMON STOCK | 10,530 | $67,392 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000104 | this filing | 2025-01-22 | acceptance time not in the bulk data set |