Filling information for Hutchens & Kramer Investment Management Group, LLC as Treemap, investor disclosed 120 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 392911 | 2640 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 970355 | 17120 | |
25434V831 | 25434V831 | DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 632289 | 23824 | |
65473P105 | 65473P105 | NISOURCE INC | COM | 220496 | 8062 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 404395 | 827 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 307896 | 2117 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 439940 | 1533 | |
50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 373338 | 1547 | |
25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 6055509 | 223039 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 512792 | 4239 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 207615 | 1907 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2496867 | 5602 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 273855 | 5556 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 541938 | 1223 | |
778296103 | 778296103 | ROSS STORES INC | COM | 231212 | 2062 | |
25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 366572 | 17034 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 967962 | 7177 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 724755 | 3644 | |
46266C105 | 46266C105 | IQVIA HLDGS INC | COM | 1120254 | 4984 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 482587 | 11863 | |
11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 280577 | 1694 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 918130 | 9623 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 261114 | 485 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 285703 | 3532 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 758819 | 3083 | |
191216100 | 191216100 | COCA COLA CO | COM | 228535 | 3795 | |
46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 1063814 | 25665 | |
46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 344299 | 7572 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 20470725 | 43649 | |
464287119 | 464287119 | ISHARES TR | MORNINGSTAR GRWT | 290199 | 4655 | |
703395103 | 703395103 | PATTERSON COS INC | COM | 201755 | 6066 | |
64110D104 | 64110D104 | NETAPP INC | COM | 250057 | 3273 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 433988 | 3539 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1198398 | 3244 | |
127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 249998 | 1066 | |
26922A321 | 26922A321 | ETF SER SOLUTIONS | DISTILLATE US | 1090389 | 24089 | |
78468R804 | 78468R804 | SPDR SER TR | SSGA US LRG ETF | 514353 | 3658 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 4687010 | 89498 | |
78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 558166 | 16235 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 232764 | 2535 | |
25434V666 | 25434V666 | DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 408000 | 16063 | |
808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 318702 | 4252 | |
031100100 | 031100100 | AMETEK INC | COM | 305468 | 1887 | |
46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 1230126 | 8094 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 3694887 | 9072 | |
G6095L109 | G6095L109 | APTIV PLC | SHS | 713201 | 6986 | |
25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 302318 | 12783 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 793236 | 3603 | |
316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 294593 | 2255 | |
46187W107 | 46187W107 | INVITATION HOMES INC | COM | 221846 | 6449 | |
452327109 | 452327109 | ILLUMINA INC | COM | 590594 | 3150 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 3459975 | 22802 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 2086105 | 5304 | |
12514G108 | 12514G108 | CDW CORP | COM | 1148408 | 6258 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 970661 | 11448 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 689371 | 3428 | |
92189F437 | 92189F437 | VANECK ETF TRUST | FALLEN ANGEL HG | 587336 | 21150 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 382589 | 796 | |
512807108 | 512807108 | LAM RESEARCH CORP | COM | 264215 | 411 | |
482480100 | 482480100 | KLA CORP | COM NEW | 231355 | 477 | |
931142103 | 931142103 | WALMART INC | COM | 359156 | 2285 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 318460 | 1924 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1754776 | 13461 | |
59134N104 | 59134N104 | META MATERIALS INC | COM | 14120 | 65614 | |
98978V103 | 98978V103 | ZOETIS INC | CL A | 913945 | 5307 | |
464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 325343 | 10519 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1062359 | 7476 | |
032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 843682 | 9932 | |
25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 5809484 | 139216 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 212345 | 621 | |
253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 328173 | 2882 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 1852354 | 22846 | |
46434V381 | 46434V381 | ISHARES TR | EXPONENTIAL TECH | 345888 | 6221 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 278910 | 3000 | |
50212V100 | 50212V100 | LPL FINL HLDGS INC | COM | 220039 | 1012 | |
25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 942520 | 39190 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 360418 | 852 | |
46434V100 | 46434V100 | ISHARES TR | 0-5YR INVT GR CP | 235134 | 4877 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 637396 | 2684 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 316911 | 1062 | |
78468R408 | 78468R408 | SPDR SER TR | BLOOMBERG SHT TE | 1117897 | 45259 | |
06759L103 | 06759L103 | BARINGS BDC INC | COM | 182092 | 23226 | |
682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 207414 | 2193 | |
756109104 | 756109104 | REALTY INCOME CORP | COM | 278024 | 4650 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 210245 | 5653 | |
955306105 | 955306105 | WEST PHARMACEUTICAL SVSC INC | COM | 292207 | 764 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1881462 | 10554 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 301673 | 679 | |
46137V233 | 46137V233 | INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 2760419 | 7893 | |
09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 221427 | 82 | |
78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 279891 | 8601 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 299729 | 2504 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 324973 | 953 | |
002824100 | 002824100 | ABBOTT LABS | COM | 1108817 | 10171 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 570092 | 9104 | |
25434V815 | 25434V815 | DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 1017900 | 39607 | |
25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 1891219 | 40803 | |
46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 338077 | 6110 | |
654106103 | 654106103 | NIKE INC | CL B | 928026 | 8408 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 213231 | 968 | |
35952H601 | 35952H601 | FUELCELL ENERGY INC | COM | 33400 | 15463 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 923185 | 4200 | |
464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 269659 | 5510 | |
858912108 | 858912108 | STERICYCLE INC | COM | 518595 | 11167 | |
46435G474 | 46435G474 | ISHARES TR | FALN ANGLS USD | 544973 | 21481 | |
747525103 | 747525103 | QUALCOMM INC | COM | 222486 | 1869 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 1065387 | 5493 | |
445658107 | 445658107 | HUNT J B TRANS SVCS INC | COM | 221762 | 1225 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1899707 | 41137 | |
25434V799 | 25434V799 | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3968096 | 163498 | |
46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 525114 | 5388 | |
00165C104 | 00165C104 | AMC ENTMT HLDGS INC | CL A COM | 100703 | 22887 | |
828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 330273 | 2860 | |
216648402 | 216648402 | COOPER COS INC | COM NEW | 969311 | 2528 | |
609839105 | 609839105 | MONOLITHIC PWR SYS INC | COM | 238241 | 441 | |
037833100 | 037833100 | APPLE INC | COM | 2220763 | 11449 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 7924117 | 23269 | |
25434V765 | 25434V765 | DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 311288 | 12716 | |
189054109 | 189054109 | CLOROX CO DEL | COM | 318080 | 2000 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 222767 | 2997 |