HK

Hutchens & Kramer Investment Management Group, LLC

13F
Hutchens & Kramer Investment Management Group, LLC
Last update 2024-10-16 158 Stocks (25 new)
Value $180.00 Mil Turnover 22 %
Countries:
Portfolio Report
Hutchens & Kramer Investment M... Top Holdings of 2024-09-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY
Eli Lilly and Co2024-09-30Reduce
-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 ETF2024-09-30Add
+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 ETF2024-09-30Add
+3.91%
31.05 ($33.03) 34.29
$34.54
4.57%
Add 59.74%
553,835
207,134
MSFT
Microsoft Corp2024-09-30Reduce
-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 ETF2024-09-30Add
+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 ETF2024-09-30Add
+0.91%
25.21 ($26.85) 28.46
$27.61
2.83%
Add 79.18%
131,614
58,160
AVUS
Avantis U.S. Equity ETF2024-09-30Add
+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 Fund2024-09-30Add
+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 ETF2024-09-30Add
+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 Fund2024-09-30Sold 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)

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Hutchens & Kramer Investment Management Group, LLC's Asset Allocation

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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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