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Hutchens & Kramer Investment Management Group, Llc

Portfolio Manager
Hutchens & Kramer Investment Management Group, LLC
Performance
-1.88% (2026 Q1)
AUM (13F)
$316.51M
# of Holdings
149
Performance Rank
Allocation (Top 20)
64.83%

Hutchens & Kramer Investment Management Group, Llc Holdings Map

Top 50 Hutchens & Kramer Investment Management Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
10.53%299.7K$33.3M
+8.58%(+23.68K)
2025-Q1: 76.3K shares2025-Q2: 137.7K shares2025-Q3: 185.5K shares2025-Q4: 276.0K shares2026-Q1: 299.7K shares
$101.43(+21.38%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
6.71%546.2K$21.2M
+0.60%(+3.25K)
2025-Q1: 574.1K shares2025-Q2: 562.8K shares2025-Q3: 556.1K shares2025-Q4: 543.0K shares2026-Q1: 546.2K shares
$29.17(+46.35%)
2026-03-31
PYLD
PIMCO ETF TR
6.4%772.7K$20.2M
+8.33%(+59.44K)
2025-Q1: 252.8K shares2025-Q2: 394.0K shares2025-Q3: 579.7K shares2025-Q4: 713.2K shares2026-Q1: 772.7K shares
$26.42(-0.36%)
2026-03-31
BOND
PIMCO ETF TR
5.15%176.5K$16.3M
+6.23%(+10.36K)
2025-Q1: 46.3K shares2025-Q2: 102.8K shares2025-Q3: 125.3K shares2025-Q4: 166.2K shares2026-Q1: 176.5K shares
$92.62(-0.84%)
2026-03-31
DCOR
DIMENSIONAL ETF TRUST
4.52%198.3K$14.3M
-0.71%(-1.42K)
2025-Q1: 204.1K shares2025-Q2: 203.4K shares2025-Q3: 199.7K shares2025-Q4: 199.7K shares2026-Q1: 198.3K shares
$58.86(+34.60%)
2026-03-31
SGOV
ISHARES TR
3.87%121.8K$12.3M
+18.23%(+18.78K)
2025-Q1: 0 shares2025-Q2: 29.7K shares2025-Q3: 59.4K shares2025-Q4: 103.0K shares2026-Q1: 121.8K shares
$100.61(-0.18%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
3.85%342.7K$12.2M
-0.00%(-11)
2025-Q1: 366.9K shares2025-Q2: 360.4K shares2025-Q3: 353.4K shares2025-Q4: 342.7K shares2026-Q1: 342.7K shares
$25.09(+48.53%)
2026-03-31
TFLO
ISHARES TR
3.55%221.7K$11.2M
+16.57%(+31.51K)
2025-Q1: 0 shares2025-Q2: 49.8K shares2025-Q3: 104.1K shares2025-Q4: 190.2K shares2026-Q1: 221.7K shares
$50.57(-0.13%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
2.96%110.5K$9.4M
+7.30%(+7.52K)
2025-Q1: 21.8K shares2025-Q2: 50.8K shares2025-Q3: 83.1K shares2025-Q4: 103.0K shares2026-Q1: 110.5K shares
$72.89(+22.42%)
2026-03-31
GRID
FIRST TR EXCHANGE-TRADED FD
2.45%47.4K$7.8M
+331.02%(+36.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.0K shares2026-Q1: 47.4K shares
$156.85(+23.36%)
2026-03-31

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