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Size ($ in 1000's)
At 12/31/2023: $141,867
At 09/30/2023: $125,773
Hutchens & Kramer Investment Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hutchens & Kramer Investment Management Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Hutchens & Kramer Investment Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Hutchens & Kramer Investment Management Group LLC.
In the Hutchens & Kramer Investment Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hutchens & Kramer Investment Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Hutchens & Kramer Investment Management Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ELI LILLY & CO |
43,914 |
-305 |
$25,598 | | LLY | 43,914 | -305 | $25,598 | | DIMENSIONAL ETF TRUST (DFAC) |
319,842 |
+61,861 |
$9,349 | | DFAC | 319,842 | +61,861 | $9,349 | | MICROSOFT CORP |
22,357 |
-434 |
$8,407 | | MSFT | 22,357 | -434 | $8,407 | | DIMENSIONAL ETF TRUST (DFCF) |
136,132 |
-10,720 |
$5,772 | | DFCF | 136,132 | -10,720 | $5,772 | | DIMENSIONAL ETF TRUST (DFIC) |
196,402 |
+30,380 |
$5,014 | | DFIC | 196,402 | +30,380 | $5,014 | | SCHWAB STRATEGIC TR |
85,634 |
-5,686 |
$4,830 | | SCHX | 85,634 | -5,686 | $4,830 | | VANGUARD INDEX FDS (VOO) |
8,728 |
-635 |
$3,812 | | VOO | 8,728 | -635 | $3,812 | | PROCTER AND GAMBLE CO |
22,802 |
UNCH |
$3,341 | | PG | 22,802 | UNCH | $3,341 | | ISHARES TR (IVV) |
6,636 |
+602 |
$3,170 | | IVV | 6,636 | +602 | $3,170 | | INVESCO EXCHANGE TRADED FD T (XLG) |
73,917 |
-1,599 |
$2,788 | | XLG | 73,917 | -1,599 | $2,788 | | DIMENSIONAL ETF TRUST (DFSD) |
52,139 |
+8,638 |
$2,451 | | DFSD | 52,139 | +8,638 | $2,451 | | DIMENSIONAL ETF TRUST (DCOR) |
42,646 |
+42,646 |
$2,281 | | DCOR | 42,646 | +42,646 | $2,281 | | APPLE INC |
10,592 |
-734 |
$2,039 | | AAPL | 10,592 | -734 | $2,039 | | AMAZON COM INC |
12,888 |
-183 |
$1,958 | | AMZN | 12,888 | -183 | $1,958 | | VANGUARD TAX MANAGED FDS (VEA) |
39,777 |
-3,443 |
$1,905 | | VEA | 39,777 | -3,443 | $1,905 | | MASTERCARD INCORPORATED |
4,335 |
-700 |
$1,849 | | MA | 4,335 | -700 | $1,849 | | SPDR GOLD TR (GLD) |
9,145 |
-1,343 |
$1,748 | | GLD | 9,145 | -1,343 | $1,748 | | DIMENSIONAL ETF TRUST (DFEM) |
61,892 |
+17,103 |
$1,545 | | DFEM | 61,892 | +17,103 | $1,545 | | AMERICAN CENTY ETF TR (AVUS) |
18,484 |
+6,365 |
$1,507 | | AVUS | 18,484 | +6,365 | $1,507 | | ISHARES TR (SHY) |
18,239 |
-3,699 |
$1,496 | | SHY | 18,239 | -3,699 | $1,496 | | INVESCO QQQ TR |
3,510 |
+13 |
$1,438 | | QQQ | 3,510 | +13 | $1,438 | | ETF SER SOLUTIONS (DSTL) |
25,226 |
+2,651 |
$1,245 | | DSTL | 25,226 | +2,651 | $1,245 | | CDW CORP |
5,167 |
-786 |
$1,175 | | CDW | 5,167 | -786 | $1,175 | | AMERICAN TOWER CORP NEW |
5,294 |
-717 |
$1,143 | | AMT | 5,294 | -717 | $1,143 | | INVESCO EXCH TRADED FD TR II (QQQM) |
6,547 |
-2,953 |
$1,103 | | QQQM | 6,547 | -2,953 | $1,103 | | DIMENSIONAL ETF TRUST (DFSV) |
35,685 |
-3,346 |
$1,039 | | DFSV | 35,685 | -3,346 | $1,039 | | IQVIA HLDGS INC |
4,437 |
-515 |
$1,027 | | IQV | 4,437 | -515 | $1,027 | | SCHWAB CHARLES CORP |
14,654 |
-1,848 |
$1,008 | | SCHW | 14,654 | -1,848 | $1,008 | | VANGUARD INDEX FDS (VTV) |
6,696 |
-644 |
$1,001 | | VTV | 6,696 | -644 | $1,001 | | ISHARES TR (QUAL) |
6,795 |
-127 |
$1,000 | | QUAL | 6,795 | -127 | $1,000 | | TJX COS INC NEW |
10,584 |
-261 |
$993 | | TJX | 10,584 | -261 | $993 | | ABBOTT LABS |
8,881 |
-816 |
$978 | | ABT | 8,881 | -816 | $978 | | DBX ETF TR (HYLB) |
25,201 |
+25,201 |
$896 | | HYLB | 25,201 | +25,201 | $896 | | ZOETIS INC |
4,484 |
-489 |
$885 | | ZTS | 4,484 | -489 | $885 | | AUTOMATIC DATA PROCESSING IN |
3,730 |
-365 |
$869 | | ADP | 3,730 | -365 | $869 | | EATON CORP PLC |
3,503 |
UNCH |
$844 | | ETN | 3,503 | UNCH | $844 | | COOPER COS INC |
2,165 |
-285 |
$819 | | COO | 2,165 | -285 | $819 | | AMPHENOL CORP NEW |
8,255 |
-1,143 |
$818 | | APH | 8,255 | -1,143 | $818 | | AMERICAN CENTY ETF TR (AVDE) |
13,488 |
+6,793 |
$815 | | AVDE | 13,488 | +6,793 | $815 | | INVESCO EXCH TRADED FD TR II (BKLN) |
37,390 |
-10,569 |
$792 | | BKLN | 37,390 | -10,569 | $792 | | ISHARES TR (EFG) |
8,028 |
-1,452 |
$778 | | EFG | 8,028 | -1,452 | $778 | | NIKE INC |
7,125 |
-641 |
$774 | | NKE | 7,125 | -641 | $774 | | VISA INC |
2,897 |
+246 |
$754 | | V | 2,897 | +246 | $754 | | DIMENSIONAL ETF TRUST (DUHP) |
25,906 |
+360 |
$741 | | DUHP | 25,906 | +360 | $741 | | VANGUARD INDEX FDS (VB) |
3,304 |
-340 |
$705 | | VB | 3,304 | -340 | $705 | | NVIDIA CORPORATION |
1,407 |
+582 |
$697 | | NVDA | 1,407 | +582 | $697 | | VANGUARD INDEX FDS (VO) |
2,906 |
-681 |
$676 | | VO | 2,906 | -681 | $676 | | ALPHABET INC |
4,578 |
+135 |
$645 | | GOOG | 4,578 | +135 | $645 | | CONSTELLATION BRANDS INC |
2,654 |
-341 |
$642 | | STZ | 2,654 | -341 | $642 | | META PLATFORMS INC |
1,810 |
+278 |
$641 | | META | 1,810 | +278 | $641 |
See Full List: All Stocks Held By Hutchens & Kramer Investment Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hutchens & Kramer Investment Management Group LLC
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