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Hutchens & Kramer Investment Management Group, LLC13F | |
| Hutchens & Kramer Investment Management Group, LLC | |
| Last update 2025-04-25 | 159 Stocks (21 new) |
| Value $182.00 Mil | Turnover 9 % |
Hutchens & Kramer Investment M... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 574,086 | 18,939.1 | -1.01% | 10.420 | -0.11% | 0.060 | +18.73% | +6.19% | 35,543.3 | ||
DCOR | Dimensional US Core Equity 1 ETF | 204,133 | 12,519.5 | +0.76% | 6.890 | +0.05% | 0.860 | +18.55% | +6.66% | 1,873.9 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 366,945 | 10,190.1 | -0.73% | 5.610 | -0.04% | 0.120 | +12.58% | +21.57% | 9,637.7 | ||
LLY | Eli Lilly and Co | 8,746 | 7,223.5 | -35.96% | 3.980 | -2.06% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
AVUS | Avantis U.S. Equity ETF | 76,311 | 7,049.6 | +136.05% | 3.880 | +2.24% | 0.090 | +18.90% | +6.42% | 8,878.4 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 252,757 | 6,660.1 | +24.32% | 3.670 | +0.72% | 0.160 | +3.42% | +4.52% | 5,794.8 | ||
DFCF | Dimensional Core Fixed Income ETF | 128,131 | 5,389.2 | -3.32% | 2.970 | -0.10% | 0.080 | +2.07% | +3.71% | 7,117.3 | ||
VOO | Vanguard S&P 500 ETF | 10,036 | 5,157.6 | +2.11% | 2.840 | +0.06% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
BOND | PIMCO Active Bond ETF | 46,283 | 4,279.8 | +10.43% | 2.360 | +0.22% | 0.080 | +1.86% | +3.46% | 5,607.3 | ||
SCHX | Schwab U.S. Large-Cap ETF | 191,869 | 4,236.5 | -2.31% | 2.330 | -0.06% | 0.010 | +19.93% | +7.89% | 56,889.6 |
Hutchens & Kramer Investment Management Group, LLC's Historical Top Holdings Breakdowns
Hutchens & Kramer Investment Management Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +2.24% | 90.7 ($97.44) 101.57 | $102.51 | 5.20% | Add 136.05% | 76,311 | 43,982 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -2.06% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Reduce -35.96% | 8,746 | -4,912 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.80% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Reduce -37.01% | 4,264 | -2,505 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.72% | 25.77 ($26.17) 26.48 | $26.34 | 0.65% | Add 24.32% | 252,757 | 49,438 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-03-31 | New Buy New Buy | +0.68% | 100.32 ($100.52) 100.76 | $100.44 | -0.08% | New holding | 12,203 | 12,203 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | New Buy New Buy | +0.46% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | New holding | 16,356 | 16,356 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.34% | 96.1 ($101.94) 106.32 | $110.01 | 7.92% | Reduce -35.5% | 11,820 | -6,507 | |
GSST | Goldman Sachs Ultra Short Bond ETF | 2025-03-31 | New Buy New Buy | +0.30% | 50.24 ($50.41) 50.57 | $50.50 | 0.17% | New holding | 10,904 | 10,904 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Sold Out Sold Out | -0.28% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Sold Out | 0 | -2,410 | |
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 2025-03-31 | Sold Out Sold Out | -0.27% | 80.84 ($88.61) 94.23 | $283.81 | 220.29% | Sold Out | 0 | -5,638 |
Hutchens & Kramer Investment Management Group, LLC Total Holding History ($B)
Hutchens & Kramer Investment Management Group, LLC's Asset Allocation
Hutchens & Kramer Investment Management Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hutchens & Kramer Investment Management Group, LLC's Hypothetical Growth since 2025-03-31
Hutchens & Kramer Investment Management Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Hutchens & Kramer Investment Management Group, LLC's Holdings Heat Map
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Hutchens & Kramer Investment Management Group, LLC's Holdings Bubble Chart
Hutchens & Kramer Investment Management Group, LLC News
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