Hutchens & Kramer Investment Management Group, LLC

13F filer, CIK 1920117, CARMEL, IN

Hutchens & Kramer Investment Management Group, LLC reported $184,214,795 across 159 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-22. Its ten largest share positions make up 44.25% of the portfolio.

Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001951757-25-000104

Period: 2024-12-31
Reported value: $184M
Holdings: 159
Top 10 weight: 44.25%
New: 16
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+128,965	$2.99M
BONDadded	+28,006	$2.53M
PYLDadded	+76,927	$1.99M
DCORadded	+19,179	$1.23M
LLYadded	+1,225	$946K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IVVreduced	-1,550	-$912K
DFCFreduced	-20,259	-$836K
CDWexited	-3,041	-$662K
DFUSexited	-6,396	-$394K
IUSBreduced	-7,449	-$337K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001951757-25-000104, largest first. % of portfolio is the value over $184,214,795, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	579,947	$20.1M	10.89%	+26,112	Timeline
DCORDIMENSIONAL ETF TRUST	202,595	$13M	7.06%	+19,179	Timeline
LLYELI LILLY & CO	13,658	$10.5M	5.72%	+1,225	Timeline
DFICDIMENSIONAL ETF TRUST	369,643	$9.55M	5.19%	+18,101	Timeline
DFCFDIMENSIONAL ETF TRUST	132,537	$5.47M	2.97%	-20,259	Timeline
VOOVANGUARD INDEX FDS	9,829	$5.3M	2.87%	+232	Timeline
PYLDPIMCO ETF TR	203,319	$5.27M	2.86%	+76,927	Timeline
SCHXSCHWAB STRATEGIC TR	196,410	$4.55M	2.47%	+128,965	Timeline
IVVISHARES TR	6,769	$3.98M	2.16%	-1,550	Timeline
BONDPIMCO ETF TR	41,913	$3.79M	2.06%	+28,006	Timeline
DFEMDIMENSIONAL ETF TRUST	139,787	$3.66M	1.99%	+8,173	Timeline
XLGINVESCO EXCHANGE TRADED FD T	66,714	$3.33M	1.81%	-2,560	Timeline
MSFTMICROSOFT CORP	7,714	$3.25M	1.77%	-78	Timeline
AAPLAPPLE INC	12,634	$3.16M	1.72%	+388	Timeline
AVUSAMERICAN CENTY ETF TR	32,329	$3.13M	1.7%	-2,295	Timeline
AMZNAMAZON COM INC	14,071	$3.09M	1.68%	-209	Timeline
PGPROCTER & GAMBLE CO	16,502	$2.77M	1.5%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	49,820	$2.38M	1.29%	+4,405	Timeline
IUSBISHARES TR	49,431	$2.23M	1.21%	-7,449	Timeline
IVWISHARES TR	21,359	$2.17M	1.18%	-443	Timeline
DFSDDIMENSIONAL ETF TRUST	43,415	$2.04M	1.1%	-2,888	Timeline
QUALISHARES TR	10,811	$1.93M	1.05%	+319	Timeline
QQQINVESCO QQQ TR	3,605	$1.84M	1%	-73	Timeline
EFGISHARES TR	18,327	$1.77M	0.96%	+1,010	Timeline
MAMASTERCARD INCORPORATED	3,331	$1.75M	0.95%	-284	Timeline
DYNFBLACKROCK ETF TRUST	33,532	$1.72M	0.93%	+814	Timeline
GLDSPDR GOLD TR	7,066	$1.71M	0.93%	-303	Timeline
NVDANVIDIA CORPORATION	12,530	$1.68M	0.91%	-1,823	Timeline
METAMETA PLATFORMS INC	2,766	$1.62M	0.88%	+283	Timeline
SPYMSPDR SERIES TRUST	22,371	$1.54M	0.84%	+7,966	Timeline
EFVISHARES TR	25,853	$1.36M	0.74%	+1,412	Timeline
SHYISHARES TR	16,274	$1.33M	0.72%	-1,962	Timeline
VVISA INC	3,546	$1.12M	0.61%	+220	Timeline
IVEISHARES TR	5,575	$1.06M	0.58%	+179	Timeline
AVDEAMERICAN CENTY ETF TR	16,968	$1.04M	0.57%	-995	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,419	$1M	0.54%	+87	Timeline
AMTAMERICAN TOWER CORP	5,272	$967K	0.52%	+24	Timeline
ETNEATON CORP PLC	2,795	$928K	0.5%	-209	Timeline
VTVVANGUARD INDEX FDS	5,191	$879K	0.48%	+101	Timeline
GOOGALPHABET INC	4,491	$855K	0.46%	-234	Timeline
TJXTJX COS INC NEW	7,004	$846K	0.46%	-786	Timeline
COOCOOPER COS INC	9,178	$844K	0.46%	-884	Timeline
GOOGLALPHABET INC	4,434	$839K	0.46%	+1,226	Timeline
SCHWCHARLES SCHWAB CORP (THE)	11,141	$825K	0.45%	-948	Timeline
DFSVDIMENSIONAL ETF TRUST	26,526	$816K	0.44%	-3,437	Timeline
DUHPDIMENSIONAL ETF TRUST	22,515	$761K	0.41%	-1,321	Timeline
APHAMPHENOL CORP	10,692	$743K	0.4%	-1,696	Timeline
VWOVANGUARD INTL EQUITY INDEX F	16,842	$742K	0.4%	+1,794	Timeline
VOVANGUARD INDEX FDS	2,772	$732K	0.4%	+103	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,186	$695K	0.38%	+67	Timeline
MBBISHARES TR	7,534	$691K	0.37%	+101	Timeline
IYWISHARES TR	4,320	$689K	0.37%	-122	Timeline
DFGRDIMENSIONAL ETF TRUST	26,603	$679K	0.37%	+1,628	Timeline
IQVIQVIA HLDGS INC	3,370	$662K	0.36%	-331	Timeline
EMXCISHARES INC	11,787	$654K	0.35%	+1,297	Timeline
VBVANGUARD INDEX FDS	2,712	$652K	0.35%	-25	Timeline
AVEMAMERICAN CENTY ETF TR	10,831	$637K	0.35%	+1,051	Timeline
DSTLETF SER SOLUTIONS	11,559	$635K	0.34%	-2,307	Timeline
ZTSZOETIS INC	3,874	$631K	0.34%	-398	Timeline
DFGXDIMENSIONAL ETF TRUST	11,726	$614K	0.33%	-163	Timeline
IXUSISHARES TR	9,110	$603K	0.33%	+77	Timeline
COSTCOSTCO WHOLESALE CORPORATION	652	$598K	0.32%	+190	Timeline
BXBLACKSTONE INC	3,400	$586K	0.32%	0	Timeline
LGLVSPDR SERIES TRUST	3,450	$570K	0.31%	-74	Timeline
NFLXNETFLIX INC.	614	$547K	0.3%	-21	Timeline
SCHZSCHWAB STRATEGIC TR	23,884	$542K	0.29%	+13,160	Timeline
VXFVANGUARD INDEX FDS	2,755	$523K	0.28%	-96	Timeline
STZCONSTELLATION BRANDS INC	2,330	$515K	0.28%	-311	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,410	$507K	0.28%	+234	Timeline
ILCGISHARES TR	5,638	$505K	0.27%	+474	Timeline
VONGVANGUARD SCOTTSDALE FDS	4,835	$499K	0.27%	+403	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,524	$458K	0.25%	-186	Timeline
JPMJPMORGAN CHASE & CO	1,905	$457K	0.25%	+223	Timeline
ROPROPER TECHNOLOGIES INC	872	$453K	0.25%	-85	Timeline
WELLWELLTOWER INC	3,535	$446K	0.24%	-40	Timeline
ABBVABBVIE INC	2,473	$439K	0.24%	+524	Timeline
BILSPDR SERIES TRUST	4,587	$419K	0.23%	new	Timeline
SPGSIMON PPTY GROUP INC NEW	2,420	$417K	0.23%	-53	Timeline
TDYTELEDYNE TECHNOLOGIES INC	882	$409K	0.22%	-6	Timeline
SCHGSCHWAB STRATEGIC TR	14,613	$407K	0.22%	+10,960	Timeline
BINCBLACKROCK ETF TRUST II	7,287	$379K	0.21%	+342	Timeline
FICOFAIR ISAAC CORP	190	$378K	0.21%	-15	Timeline
SPEMSPDR INDEX SHS FDS	9,854	$378K	0.21%	-688	Timeline
ILMNILLUMINA INC	2,804	$375K	0.2%	-331	Timeline
DLRDIGITAL RLTY TR INC	2,079	$369K	0.2%	-179	Timeline
SCHDSCHWAB STRATEGIC TR	13,228	$361K	0.2%	+9,018	Timeline
EQIXEQUINIX INC	379	$357K	0.19%	-35	Timeline
AVGOBROADCOM INC	1,541	$357K	0.19%	+134	Timeline
LRCXLAM RESEARCH CORP	4,928	$356K	0.19%	new	Timeline
LHLABCORP HOLDINGS INC	1,547	$355K	0.19%	0	Timeline
CATCATERPILLAR INC	973	$353K	0.19%	-142	Timeline
CRMSALESFORCE INC	1,038	$347K	0.19%	+125	Timeline
ECLECOLAB INC	1,449	$340K	0.18%	-139	Timeline
ESGUISHARES TR	2,608	$336K	0.18%	+111	Timeline
ITGARTNER INC	689	$334K	0.18%	-428	Timeline
IEMGISHARES INC	6,387	$334K	0.18%	+177	Timeline
FNDXSCHWAB STRATEGIC TR	13,980	$331K	0.18%	+9,320	Timeline
SILASILA REALTY TRUST INC	13,322	$324K	0.18%	-315	Timeline
TLTISHARES TR	3,624	$316K	0.17%	+220	Timeline
WRBBERKLEY W R CORP	5,359	$314K	0.17%	+19	Timeline
HDHOME DEPOT INC	805	$313K	0.17%	+267	Timeline
LPLALPL FINL HLDGS INC	958	$313K	0.17%	+51	Timeline
XTISHARES TR	5,218	$311K	0.17%	-371	Timeline
MTUMISHARES TR	1,501	$311K	0.17%	new	Timeline
PLDPROLOGIS INC.	2,806	$297K	0.16%	-40	Timeline
NINISOURCE INC	8,062	$296K	0.16%	0	Timeline
PFFISHARES TR	9,369	$295K	0.16%	-85	Timeline
AMEAMETEK INC	1,602	$289K	0.16%	-162	Timeline
GWWWW GRAINGER INC	273	$288K	0.16%	-39	Timeline
DGCBDIMENSIONAL ETF TRUST	5,468	$288K	0.16%	-1,420	Timeline
ACNACCENTURE PLC IRELAND	800	$281K	0.15%	+47	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	1,230	$278K	0.15%	+5	Timeline
ISRGINTUITIVE SURGICAL INC	520	$271K	0.15%	-26	Timeline
HYLBDBX ETF TR	7,367	$266K	0.14%	-77	Timeline
DFARDIMENSIONAL ETF TRUST	11,192	$260K	0.14%	-869	Timeline
UNHUNITEDHEALTH GROUP INC	513	$260K	0.14%	-47	Timeline
KLACKLA CORP	411	$259K	0.14%	+13	Timeline
HLIHOULIHAN LOKEY INC	1,480	$257K	0.14%	-4	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	562	$255K	0.14%	0	Timeline
WABWABTEC	1,323	$251K	0.14%	-120	Timeline
LIILENNOX INTL INC	408	$249K	0.13%	0	Timeline
ADBEADOBE INC	557	$248K	0.13%	+51	Timeline
KMBKIMBERLY-CLARK CORP	1,876	$246K	0.13%	-42	Timeline
HSYHERSHEY CO	1,436	$243K	0.13%	+207	Timeline
MSIMOTOROLA SOLUTIONS INC	523	$242K	0.13%	new	Timeline
DISVDIMENSIONAL ETF TRUST	9,055	$241K	0.13%	-501	Timeline
SCHFSCHWAB STRATEGIC TR	12,942	$239K	0.13%	+6,475	Timeline
ANETARISTA NETWORKS INC	2,147	$237K	0.13%	new	Timeline
AJGGALLAGHER ARTHUR J & CO	835	$237K	0.13%	new	Timeline
ABTABBOTT LABORATORIES	2,089	$236K	0.13%	new	Timeline
SPDWSPDR INDEX SHS FDS	6,905	$236K	0.13%	-187	Timeline
CCICROWN CASTLE INC	2,585	$235K	0.13%	-163	Timeline
TSLATESLA INC	577	$233K	0.13%	new	Timeline
LMTLOCKHEED MARTIN CORP	471	$229K	0.12%	+6	Timeline
DIHPDIMENSIONAL ETF TRUST	9,068	$229K	0.12%	-534	Timeline
POOLPOOL CORP	665	$227K	0.12%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,029	$226K	0.12%	new	Timeline
GDDYGODADDY INC	1,127	$222K	0.12%	new	Timeline
AVUVAMERICAN CENTY ETF TR	2,293	$221K	0.12%	-384	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	672	$220K	0.12%	-9	Timeline
MMM3M CO	1,700	$219K	0.12%	new	Timeline
KOCOCA COLA CO	3,494	$218K	0.12%	-792	Timeline
PSAPUBLIC STORAGE	716	$214K	0.12%	+23	Timeline
PANWPALO ALTO NETWORKS INC	1,172	$213K	0.12%	new	Timeline
VRSKVERISK ANALYTICS INC	765	$211K	0.11%	-622	Timeline
SSNCSS&C TECH HLDGS	2,779	$211K	0.11%	+21	Timeline
MNSTMONSTER BEVERAGE CORP NEW	4,005	$211K	0.11%	-420	Timeline
HEI-AHEICO CORP NEW	1,130	$210K	0.11%	0	Timeline
LNTALLIANT ENERGY CORP	3,553	$210K	0.11%	+28	Timeline
AVSCAMERICAN CENTY ETF TR	3,825	$208K	0.11%	-245	Timeline
ROSTROSS STORES INC	1,372	$208K	0.11%	-373	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	2,771	$205K	0.11%	new	Timeline
BSXBOSTON SCIENTIFIC CORP	2,290	$205K	0.11%	-194	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,034	$204K	0.11%	new	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,160	$204K	0.11%	new	Timeline
IBITISHARES BITCOIN TRUST ETF	3,824	$203K	0.11%	new	Timeline
EFXEQUIFAX INC	785	$200K	0.11%	0	Timeline
BBDCBARINGS BDC INC	13,285	$127K	0.07%	0	Timeline
VIMEO INCVIMEO INC	10,530	$67.4K	0.04%	-241

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CDWCDW CORP	3,041	$662K	shares
DFUSDIMENSIONAL ETF TRUST	6,396	$394K	shares
AMATAPPLIED MATLS INC	1,388	$274K	shares
JBHTHUNT J B TRANS SVCS INC	1,603	$272K	shares
IRMIRON MTN INC DEL	2,170	$257K	shares
VLOVALERO ENERGY CORP	1,866	$257K	shares
SPHYSPDR SERIES TRUST	10,218	$244K	shares
COPCONOCOPHILLIPS	2,097	$229K	shares
QCOMQUALCOMM INC	1,363	$226K	shares
NVRNVR INC	22	$218K	shares
BBYBEST BUY INC	2,122	$215K	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	544	$208K	shares
BROBROWN & BROWN INC	1,954	$205K	shares
SHWSHERWIN WILLIAMS CO	528	$201K	shares
MPWRMONOLITHIC PWR SYS INC	225	$201K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-25-000104	base		2025-01-22	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC