Holdings Channel
EntityShares/Amount
Change
Position Value
Change
PYLD +41,980+$1,072
DYNF +22,724+$1,009
DFGX +16,398+$866
IVE +3,910+$726
DGCB +8,045+$424
IYW +3,098+$420
FICO +287+$360
MBB +3,803+$348
EMXC +5,444+$313
HEFA +8,692+$303
EntityShares/Amount
Change
Position Value
Change
FALN -11,385-$301
MCD -1,000-$297
CLX -2,000-$285
WMT -1,658-$261
VTIP -5,237-$249
IJR -2,012-$218
KO -3,597-$212
IEMG -4,201-$212
MDB -493-$202
MMAT -65,614-$4
EntityShares/Amount
Change
Position Value
Change
IUSB +21,611+$967
DFIC +19,802+$754
DCOR +18,712+$1,305
VEA +13,716+$768
DFAC +13,612+$1,262
DFCF +11,383+$381
DFEM +7,989+$243
IVW +7,772+$689
COO +7,098+$100
VWO +5,265+$231
EntityShares/Amount
Change
Position Value
Change
BKLN -27,054-$573
SCHX -15,157-$462
HYLB -10,554-$378
DSTL -6,927-$263
ABT -6,908-$757
SJNK -6,787-$172
PG -6,300-$691
SHYG -4,847-$205
SPEM -4,344-$144
Size ($ in 1000's)
At 03/31/2024: $169,000
At 12/31/2023: $141,867

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

All Stocks Held By Hutchens & Kramer Investment Management Group LLC
As of  03/31/2024, we find all stocks held by Hutchens & Kramer Investment Management Group LLC to be as follows, presented in the table below with each row detailing each Hutchens & Kramer Investment Management Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Hutchens & Kramer Investment Management Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Hutchens & Kramer Investment Management Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ELI LILLY & CO 42,709 -1,205 $32,482
     LLY42,709-1,205$32,482
DIMENSIONAL ETF TRUST (DFAC) 333,454 +13,612 $10,611
     DFAC333,454+13,612$10,611
MICROSOFT CORP 22,412 +55 $9,515
     MSFT22,412+55$9,515
DIMENSIONAL ETF TRUST (DFCF) 147,515 +11,383 $6,153
     DFCF147,515+11,383$6,153
DIMENSIONAL ETF TRUST (DFIC) 216,204 +19,802 $5,768
     DFIC216,204+19,802$5,768
VANGUARD INDEX FDS (VOO) 11,102 +2,374 $5,330
     VOO11,102+2,374$5,330
ISHARES TR (IVV) 9,101 +2,465 $4,777
     IVV9,101+2,465$4,777
SCHWAB STRATEGIC TR 70,477 -15,157 $4,368
     SCHX70,477-15,157$4,368
DIMENSIONAL ETF TRUST (DCOR) 61,358 +18,712 $3,586
     DCOR61,358+18,712$3,586
INVESCO EXCHANGE TRADED FD T (XLG) 72,289 -1,628 $3,048
     XLG72,289-1,628$3,048
VANGUARD TAX MANAGED FDS (VEA) 53,493 +13,716 $2,673
     VEA53,493+13,716$2,673
PROCTER AND GAMBLE CO 16,502 -6,300 $2,650
     PG16,502-6,300$2,650
AMAZON COM INC 13,460 +572 $2,436
     AMZN13,460+572$2,436
DIMENSIONAL ETF TRUST (DFSD) 51,334 -805 $2,412
     DFSD51,334-805$2,412
MASTERCARD INCORPORATED 4,117 -218 $1,970
     MA4,117-218$1,970
DIMENSIONAL ETF TRUST (DFEM) 69,881 +7,989 $1,788
     DFEM69,881+7,989$1,788
APPLE INC 10,396 -196 $1,768
     AAPL10,396-196$1,768
AMERICAN CENTY ETF TR (AVUS) 18,977 +493 $1,694
     AVUS18,977+493$1,694
INVESCO QQQ TR 3,612 +102 $1,607
     QQQ3,612+102$1,607
SPDR GOLD TR (GLD) 7,425 -1,720 $1,543
     GLD7,425-1,720$1,543
ISHARES TR (IUSB) 31,236 +21,611 $1,410
     IUSB31,236+21,611$1,410
ISHARES TR (SHY) 17,272 -967 $1,405
     SHY17,272-967$1,405
NVIDIA CORPORATION 1,502 +95 $1,357
     NVDA1,502+95$1,357
ISHARES TR (QUAL) 7,548 +753 $1,237
     QUAL7,548+753$1,237
INVESCO EXCH TRADED FD TR II (QQQM) 6,334 -213 $1,160
     QQQM6,334-213$1,160
ISHARES TR (EFG) 10,968 +2,940 $1,134
     EFG10,968+2,940$1,134
PIMCO ETF TR (PYLD) 41,980 +41,980 $1,072
     PYLD41,980+41,980$1,072
EATON CORP PLC 3,405 -98 $1,062
     ETN3,405-98$1,062
AMERICAN TOWER CORP NEW 5,498 +204 $1,061
     AMT5,498+204$1,061
VANGUARD INDEX FDS (VTV) 6,528 -168 $1,059
     VTV6,528-168$1,059
IQVIA HLDGS INC 4,182 -255 $1,041
     IQV4,182-255$1,041
DIMENSIONAL ETF TRUST (DFSV) 34,244 -1,441 $1,021
     DFSV34,244-1,441$1,021
BLACKROCK ETF TRUST (DYNF) 22,724 +22,724 $1,009
     DYNF22,724+22,724$1,009
META PLATFORMS INC 2,036 +226 $1,000
     META2,036+226$1,000
SCHWAB CHARLES CORP 13,738 -916 $994
     SCHW13,738-916$994
TJX COS INC NEW 9,928 -656 $990
     TJX9,928-656$990
ETF SER SOLUTIONS (DSTL) 18,299 -6,927 $982
     DSTL18,299-6,927$982
VISA INC 3,402 +505 $947
     V3,402+505$947
ISHARES TR (IVW) 11,113 +7,772 $940
     IVW11,113+7,772$940
CDW CORP 3,708 -1,459 $938
     CDW3,708-1,459$938
COOPER COS INC 9,263 +7,098 $919
     COO9,263+7,098$919
AUTOMATIC DATA PROCESSING IN 3,644 -86 $894
     ADP3,644-86$894
AMERICAN CENTY ETF TR (AVDE) 14,003 +515 $889
     AVDE14,003+515$889
DIMENSIONAL ETF TRUST (DFGX) 16,398 +16,398 $866
     DFGX16,398+16,398$866
AMPHENOL CORP NEW 7,338 -917 $837
     APH7,338-917$837
ALPHABET INC 4,915 +337 $769
     GOOG4,915+337$769
CONSTELLATION BRANDS INC 2,864 +210 $762
     STZ2,864+210$762
VANGUARD INDEX FDS (VB) 3,247 -57 $736
     VB3,247-57$736
ISHARES TR (IVE) 3,910 +3,910 $726
     IVE3,910+3,910$726
VANGUARD INTL EQUITY INDEX F (VWO) 17,296 +5,265 $725
     VWO17,296+5,265$725
ZOETIS INC 4,235 -249 $707
     ZTS4,235-249$707
DIMENSIONAL ETF TRUST (DUHP) 22,136 -3,770 $696
     DUHP22,136-3,770$696
NIKE INC 7,364 +239 $682
     NKE7,364+239$682
VANGUARD INDEX FDS (VO) 2,734 -172 $679
     VO2,734-172$679
ISHARES TR (EFV) 11,584 +3,056 $626
     EFV11,584+3,056$626
ISHARES TR (IXUS) 9,025 +707 $611
     IXUS9,025+707$611
SPDR S&P 500 ETF TR (SPY) 1,149 -25 $600
     SPY1,149-25$600
VANGUARD INDEX FDS (VXF) 3,453 +961 $600
     VXF3,453+961$600
GARTNER INC 1,154 +465 $551
     IT1,154+465$551
SPDR SER TR (LGLV) 3,545 -101 $548
     LGLV3,545-101$548
UNITEDHEALTH GROUP INC 1,085 +152 $531
     UNH1,085+152$531
DBX ETF TR (HYLB) 14,647 -10,554 $518
     HYLB14,647-10,554$518
APTIV PLC 6,136 -377 $483
     APTV6,136-377$483
STERICYCLE INC 9,122 -285 $475
     SRCL9,122-285$475
PIMCO ETF TR (BOND) 5,218 +3,042 $474
     BOND5,218+3,042$474
DIMENSIONAL ETF TRUST (DGCB) 8,045 +8,045 $424
     DGCB8,045+8,045$424
ISHARES TR (IYW) 3,098 +3,098 $420
     IYW3,098+3,098$420
ALPHABET INC 2,590 -16 $403
     GOOGL2,590-16$403
BLACKSTONE INC 3,000 UNCH $393
     BX3,000UNCH$393
SIMON PPTY GROUP INC NEW 2,545 +95 $391
     SPG2,545+95$391
SPDR INDEX SHS FDS (SPEM) 10,705 -4,344 $389
     SPEM10,705-4,344$389
ADOBE INC 770 +34 $387
     ADBE770+34$387
SCHWAB STRATEGIC TR 4,145 -30 $385
     SCHG4,145-30$385
CATERPILLAR INC 1,055 +194 $384
     CAT1,055+194$384
FAIR ISAAC CORP 287 +287 $360
     FICO287+287$360
DIMENSIONAL ETF TRUST (DFUS) 6,263 +1,905 $356
     DFUS6,263+1,905$356
ISHARES TR (XT) 5,856 -3 $349
     XT5,856-3$349
ISHARES TR (MBB) 3,803 +3,803 $348
     MBB3,803+3,803$348
NETFLIX INC 555 +71 $341
     NFLX555+71$341
PROLOGIS INC. 2,663 +209 $341
     PLD2,663+209$341
COSTCO WHSL CORP NEW 467 +23 $337
     COST467+23$337
JPMORGAN CHASE & CO 1,690 +91 $336
     JPM1,690+91$336
LABORATORY CORP AMER HLDGS 1,547 UNCH $335
     LH1,547UNCH$335
ISHARES TR (ILCG) 4,411 +2 $333
     ILCG4,411+2$333
ILLUMINA INC 2,508 -166 $333
     ILMN2,508-166$333
WELLTOWER INC 3,602 +507 $331
     WELL3,602+507$331
ABBVIE INC 1,825 +73 $330
     ABBV1,825+73$330
FIDELITY COVINGTON TRUST 2,118 -54 $330
     FTEC2,118-54$330
LAM RESEARCH CORP 335 +43 $329
     LRCX335+43$329
INTUITIVE SURGICAL INC 805 +162 $318
     ISRG805+162$318
DIMENSIONAL ETF TRUST (DFGR) 12,463 +1,977 $314
     DFGR12,463+1,977$314
ISHARES INC (EMXC) 5,444 +5,444 $313
     EMXC5,444+5,444$313
ISHARES TR (ITOT) 2,714 -53 $312
     ITOT2,714-53$312
ISHARES TR (ESGU) 2,669 -2,373 $306
     ESGU2,669-2,373$306
SCHWAB STRATEGIC TR 4,551 +375 $306
     FNDX4,551+375$306
AMETEK INC 1,689 +114 $305
     AME1,689+114$305
ISHARES TR (HEFA) 8,692 +8,692 $303
     HEFA8,692+8,692$303
ISHARES TR (PFF) 9,362 -1,268 $301
     PFF9,362-1,268$301
GRAINGER W W INC 297 +297 $300
     GWW297+297$300
VANGUARD SCOTTSDALE FDS (VGSH) 5,077 -310 $293
     VGSH5,077-310$293
DIMENSIONAL ETF TRUST (DISV) 10,767 -1,447 $292
     DISV10,767-1,447$292
VERISK ANALYTICS INC 1,252 +186 $291
     VRSK1,252+186$291
DIMENSIONAL ETF TRUST (DFLV) 9,707 UNCH $290
     DFLV9,707UNCH$290
DIMENSIONAL ETF TRUST (DIHP) 10,698 -1,456 $288
     DIHP10,698-1,456$288
DIGITAL RLTY TR INC 2,023 +146 $287
     DLR2,023+146$287
HUNT J B TRANS SVCS INC 1,437 +271 $282
     JBHT1,437+271$282
AMERICAN CENTY ETF TR (AVEM) 4,835 +299 $281
     AVEM4,835+299$281
APPLIED MATLS INC 1,342 +1,342 $280
     AMAT1,342+1,342$280
DIMENSIONAL ETF TRUST (DFAR) 12,748 -1,156 $280
     DFAR12,748-1,156$280
SCHWAB STRATEGIC TR 3,468 +48 $278
     SCHD3,468+48$278
BERKLEY W R CORP 3,166 +174 $277
     WRB3,166+174$277
EQUINIX INC 335 +78 $268
     EQIX335+78$268
SPDR SER TR (SPHY) 11,537 +11,537 $268
     SPHY11,537+11,537$268
SPDR SER TR (SJNK) 10,679 -6,787 $267
     SJNK10,679-6,787$267
VALERO ENERGY CORP 1,539 +1,539 $266
     VLO1,539+1,539$266
SPDR INDEX SHS FDS (SPDW) 7,402 -286 $264
     SPDW7,402-286$264
ROSS STORES INC 1,815 +102 $263
     ROST1,815+102$263
CADENCE DESIGN SYSTEM INC 830 +92 $259
     CDNS830+92$259
SALESFORCE INC 856 +48 $259
     CRM856+48$259
KLA CORP 364 +364 $259
     KLAC364+364$259
VANECK ETF TRUST (ANGL) 8,982 -2,728 $258
     ANGL8,982-2,728$258
AMERICAN CENTY ETF TR (AVUV) 2,769 -39 $257
     AVUV2,769-39$257
POOL CORP 640 +37 $257
     POOL640+37$257
CONOCOPHILLIPS 1,919 +101 $247
     COP1,919+101$247
MONSTER BEVERAGE CORP NEW 4,250 +4,250 $245
     MNST4,250+4,250$245
REALTY INCOME CORP 4,548 +888 $243
     O4,548+888$243
BROADRIDGE FINL SOLUTIONS IN 1,193 +51 $242
     BR1,193+51$242
TELEDYNE TECHNOLOGIES INC 568 +107 $241
     TDY568+107$241
WABTEC 1,667 +1,667 $241
     WAB1,667+1,667$241
QUALCOMM INC 1,382 +1,382 $237
     QCOM1,382+1,382$237
PROSHARES TR (BITO) 7,693 +7,693 $236
     BITO7,693+7,693$236
BERKSHIRE HATHAWAY INC DEL      $236
     BRK.B562UNCH$236
NOVO NORDISK A S 1,848 +1,848 $236
     NVO1,848+1,848$236
EMCOR GROUP INC 661 +661 $235
     EME661+661$235
ELEVANCE HEALTH INC 449 +449 $232
     ELV449+449$232
ISHARES TR (SHYG) 5,306 -4,847 $224
     SHYG5,306-4,847$224
NISOURCE INC 8,062 UNCH $222
     NI8,062UNCH$222
ABBOTT LABS 1,973 -6,908 $221
     ABT1,973-6,908$221
ISHARES TR (TLT) 2,376 +2,376 $220
     TLT2,376+2,376$220
INVESCO EXCH TRADED FD TR II (BKLN) 10,336 -27,054 $219
     BKLN10,336-27,054$219
HOME DEPOT INC 595 +595 $219
     HD595+595$219
DIMENSIONAL ETF TRUST (DFGP) 4,084 +4,084 $216
     DFGP4,084+4,084$216
HERSHEY CO 1,077 +1,077 $213
     HSY1,077+1,077$213
SPDR SER TR (SPTI) 7,567 -554 $211
     SPTI7,567-554$211
KIMBERLY CLARK CORP 1,614 +1,614 $208
     KMB1,614+1,614$208
WEST PHARMACEUTICAL SVSC INC 523 +523 $207
     WST523+523$207
IRON MTN INC DEL 2,595 +2,595 $206
     IRM2,595+2,595$206
SCHWAB STRATEGIC TR 5,230 +5,230 $203
     SCHF5,230+5,230$203
BARINGS BDC INC 14,191 -1,106 $131
     BBDC14,191-1,106$131
CLOROX CO DEL $0 (exited)
     CLX0-2,000$0
ISHARES TR $0 (exited)
     FALN0-11,385$0
ISHARES INC $0 (exited)
     IEMG0-4,201$0
ISHARES TR $0 (exited)
     IJR0-2,012$0
COCA COLA CO $0 (exited)
     KO0-3,597$0
MCDONALDS CORP $0 (exited)
     MCD0-1,000$0
MONGODB INC $0 (exited)
     MDB0-493$0
META MATERIALS INC $0 (exited)
     MMAT0-65,614$0
VANGUARD MALVERN FDS $0 (exited)
     VTIP0-5,237$0
WALMART INC 0 -1,658 $0 (exited)
     WMT0-1,658$0

See Summary: Hutchens & Kramer Investment Management Group LLC Top Holdings
See Details: Top 10 Stocks Held By Hutchens & Kramer Investment Management Group LLC

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