Hutchens & Kramer Investment Management Group, LLC at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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