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Hutchens & Kramer Investment Management Group, LLC13F | |
Hutchens & Kramer Investment Management Group, LLC | |
Last update 2024-10-16 | 158 Stocks (25 new) |
Value $180.00 Mil | Turnover 22 % |
Portfolio Report |
Hutchens & Kramer Investment M... Top Holdings of 2024-09-30
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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 | 553,835 | 18835.940 | +59.74% | 10.450 | +3.91% | 0.060 | +11.24% | +18.17% | 31821.322 | ||
DCOR | Dimensional US Core Equity 1 ETF | 183,416 | 11507.520 | +164.08% | 6.380 | +3.96% | 1.260 | +11.44% | +19.32% | 958.745 | ||
LLY | Eli Lilly and Co | 12,433 | 10996.440 | -70.86% | 6.100 | -15.26% | 0.000 | +4.12% | +38.95% | 765205.408 | Drug Manufacturers | |
DFIC | Dimensional International Core Equity 2 ETF | 351,542 | 9843.180 | +56.99% | 5.460 | +1.98% | 0.140 | +6.86% | +6.15% | 7043.287 | ||
DFCF | Dimensional Core Fixed Income ETF | 152,796 | 6619.130 | +1.37% | 3.670 | +0.05% | 0.120 | -1.68% | -0.80% | 5747.497 | ||
VOO | Vanguard S&P 500 ETF | 9,597 | 5016.740 | -12.23% | 2.780 | -0.37% | 0.000 | +11.55% | +21.36% | 493529.541 | ||
IVV | iShares Core S&P 500 ETF | 8,319 | 4753.230 | +33.49% | 2.640 | +0.66% | 0.000 | +11.40% | +21.33% | 545905.122 | ||
SCHX | Schwab U.S. Large-Cap ETF | 67,445 | 4534.330 | -3.84% | 2.520 | -0.10% | 0.010 | +11.93% | +21.28% | 50142.900 | ||
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 131,614 | 3724.680 | +79.18% | 2.070 | +0.91% | 0.080 | +9.52% | +10.62% | 4414.842 | ||
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 126,392 | 3355.710 | +55.80% | 1.860 | +0.67% | 0.340 | -0.69% | +1.25% | 974.152 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 2024-09-30 | Reduce | -15.26% | 772.14 ($899.05) 960.02 | $806.06 | -10.34% | Reduce -70.86% | 12,433 | -30,236 | |
DCOR | Dimensional US Core Equity 1 ETF | 2024-09-30 | Add | +3.96% | 57.26 ($60.92) 63.34 | $63.81 | 4.74% | Add 164.08% | 183,416 | 113,962 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2024-09-30 | Add | +3.91% | 31.05 ($33.03) 34.29 | $34.54 | 4.57% | Add 59.74% | 553,835 | 207,134 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -3.62% | 395.15 ($427.47) 467.56 | $411.46 | -3.75% | Reduce -64.8% | 7,792 | -14,344 | |
DFIC | Dimensional International Core Equity 2 ETF | 2024-09-30 | Add | +1.98% | 25.37 ($27.09) 28.37 | $27.10 | 0.04% | Add 56.99% | 351,542 | 127,622 | |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 2024-09-30 | Add | +0.91% | 25.21 ($26.85) 28.46 | $27.61 | 2.83% | Add 79.18% | 131,614 | 58,160 | |
AVUS | Avantis U.S. Equity ETF | 2024-09-30 | Add | +0.82% | 86.27 ($91.83) 95.15 | $96.08 | 4.63% | Add 82.79% | 34,624 | 15,682 | |
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 2024-09-30 | Add | +0.67% | 25.46 ($26.2) 26.68 | $25.99 | -0.80% | Add 55.8% | 126,392 | 45,266 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Add | +0.66% | 520.18 ($556.01) 576.82 | $579.45 | 4.22% | Add 33.49% | 8,319 | 2,087 | |
MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 2024-09-30 | Sold Out | -0.58% | 100.09 ($100.43) 100.69 | $100.32 | -0.11% | Sold Out | 0 | -10,442 |
Hutchens & Kramer Investment Management Group, LLC Total Holding History ($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 2024-09-30
Hutchens & Kramer Investment Management Group, LLC's Yearly Returns
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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
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