Filed: 8/5/2025ACC: 0001951757-25-001028
📋 What this filing means
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $218.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$218.07M
Total AUM (reported)
3.34M
Total Shares
Allocation by class
COM$42.13M19.3%
US CORE EQUITY 2$20.28M9.3%
US EQT ETF$13.94M6.4%
US CORE EQUITY 1$13.65M6.3%
INTL CORE EQUITY$11.19M5.1%
MULTISECTOR BD$10.40M4.8%
ACTIVE BD ETF$9.43M4.3%
Portfolio Concentration
Top 3$47.87M22.0%
4–10$52.66M24.1%
11–25$43.77M20.1%
Rest$73.76M33.8%
Top 3 weight
22.0%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole159
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings159
Rows:
DIMENSIONAL ETF TRUST
SOLEShares562.84K
TypeSH
Market value$20.28M
9.30%
Sole
0.00
Shared
0.00
None
562.84K
AMERICAN CENTY ETF TR
SOLEShares137.71K
TypeSH
Market value$13.94M
6.39%
Sole
0.00
Shared
0.00
None
137.71K
DIMENSIONAL ETF TRUST
SOLEShares203.35K
TypeSH
Market value$13.65M
6.26%
Sole
0.00
Shared
0.00
None
203.35K
DIMENSIONAL ETF TRUST
SOLEShares360.38K
TypeSH
Market value$11.19M
5.13%
Sole
0.00
Shared
0.00
None
360.38K
PIMCO ETF TR
SOLEShares393.96K
TypeSH
Market value$10.40M
4.77%
Sole
0.00
Shared
0.00
None
393.96K
PIMCO ETF TR
SOLEShares102.78K
TypeSH
Market value$9.43M
4.32%
Sole
0.00
Shared
0.00
None
102.78K
ELI LILLY & CO
SOLEShares8.58K
TypeSH
Market value$6.66M
3.05%
Sole
0.00
Shared
0.00
None
8.58K
VANGUARD INDEX FDS
SOLEShares10.99K
TypeSH
Market value$6.24M
2.86%
Sole
0.00
Shared
0.00
None
10.99K
SCHWAB STRATEGIC TR
SOLEShares185.38K
TypeSH
Market value$4.53M
2.08%
Sole
0.00
Shared
0.00
None
185.38K
DIMENSIONAL ETF TRUST
SOLEShares99.80K
TypeSH
Market value$4.22M
1.93%
Sole
0.00
Shared
0.00
None
99.80K
DIMENSIONAL ETF TRUST
SOLEShares140.06K
TypeSH
Market value$4.17M
1.91%
Sole
0.00
Shared
0.00
None
140.06K
AMERICAN CENTY ETF TR
SOLEShares50.79K
TypeSH
Market value$3.76M
1.72%
Sole
0.00
Shared
0.00
None
50.79K
MICROSOFT CORP
SOLEShares7.39K
TypeSH
Market value$3.64M
1.67%
Sole
0.00
Shared
0.00
None
7.39K
INVESCO EXCHANGE TRADED FD T
SOLEShares68.30K
TypeSH
Market value$3.54M
1.62%
Sole
0.00
Shared
0.00
None
68.30K
VANGUARD TAX-MANAGED FDS
SOLEShares53.69K
TypeSH
Market value$3.06M
1.40%
Sole
0.00
Shared
0.00
None
53.69K
ISHARES TR
SOLEShares29.72K
TypeSH
Market value$2.98M
1.37%
Sole
0.00
Shared
0.00
None
29.72K
AMAZON COM INC
SOLEShares13.11K
TypeSH
Market value$2.89M
1.33%
Sole
0.00
Shared
0.00
None
13.11K
APPLE INC
SOLEShares12.95K
TypeSH
Market value$2.69M
1.23%
Sole
0.00
Shared
0.00
None
12.95K
PROCTER AND GAMBLE CO
SOLEShares16.40K
TypeSH
Market value$2.64M
1.21%
Sole
0.00
Shared
0.00
None
16.40K
ISHARES TR
SOLEShares4.14K
TypeSH
Market value$2.57M
1.18%
Sole
0.00
Shared
0.00
None
4.14K
AMERICAN CENTY ETF TR
SOLEShares36.88K
TypeSH
Market value$2.53M
1.16%
Sole
0.00
Shared
0.00
None
36.88K
ISHARES TR
SOLEShares49.80K
TypeSH
Market value$2.51M
1.15%
Sole
0.00
Shared
0.00
None
49.80K
SPDR GOLD TR
SOLEShares7.85K
TypeSH
Market value$2.41M
1.11%
Sole
0.00
Shared
0.00
None
7.85K
NVIDIA CORPORATION
SOLEShares14.73K
TypeSH
Market value$2.26M
1.04%
Sole
0.00
Shared
0.00
None
14.73K
INVESCO QQQ TR
SOLEShares3.89K
TypeSH
Market value$2.13M
0.97%
Sole
0.00
Shared
0.00
None
3.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 562.84K | SH | $20.28M 9.30% | 0.00 | 0.00 | 562.84K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 137.71K | SH | $13.94M 6.39% | 0.00 | 0.00 | 137.71K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 203.35K | SH | $13.65M 6.26% | 0.00 | 0.00 | 203.35K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 360.38K | SH | $11.19M 5.13% | 0.00 | 0.00 | 360.38K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 393.96K | SH | $10.40M 4.77% | 0.00 | 0.00 | 393.96K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 102.78K | SH | $9.43M 4.32% | 0.00 | 0.00 | 102.78K |
ELI LILLY & COSOLE | COM | 8.58K | SH | $6.66M 3.05% | 0.00 | 0.00 | 8.58K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.99K | SH | $6.24M 2.86% | 0.00 | 0.00 | 10.99K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 185.38K | SH | $4.53M 2.08% | 0.00 | 0.00 | 185.38K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 99.80K | SH | $4.22M 1.93% | 0.00 | 0.00 | 99.80K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 140.06K | SH | $4.17M 1.91% | 0.00 | 0.00 | 140.06K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 50.79K | SH | $3.76M 1.72% | 0.00 | 0.00 | 50.79K |
MICROSOFT CORPSOLE | COM | 7.39K | SH | $3.64M 1.67% | 0.00 | 0.00 | 7.39K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 68.30K | SH | $3.54M 1.62% | 0.00 | 0.00 | 68.30K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 53.69K | SH | $3.06M 1.40% | 0.00 | 0.00 | 53.69K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 29.72K | SH | $2.98M 1.37% | 0.00 | 0.00 | 29.72K |
AMAZON COM INCSOLE | COM | 13.11K | SH | $2.89M 1.33% | 0.00 | 0.00 | 13.11K |
APPLE INCSOLE | COM | 12.95K | SH | $2.69M 1.23% | 0.00 | 0.00 | 12.95K |
PROCTER AND GAMBLE COSOLE | COM | 16.40K | SH | $2.64M 1.21% | 0.00 | 0.00 | 16.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.14K | SH | $2.57M 1.18% | 0.00 | 0.00 | 4.14K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 36.88K | SH | $2.53M 1.16% | 0.00 | 0.00 | 36.88K |
ISHARES TRSOLE | TRS FLT RT BD | 49.80K | SH | $2.51M 1.15% | 0.00 | 0.00 | 49.80K |
SPDR GOLD TRSOLE | GOLD SHS | 7.85K | SH | $2.41M 1.11% | 0.00 | 0.00 | 7.85K |
NVIDIA CORPORATIONSOLE | COM | 14.73K | SH | $2.26M 1.04% | 0.00 | 0.00 | 14.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.89K | SH | $2.13M 0.97% | 0.00 | 0.00 | 3.89K |
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