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Hutchens & Kramer Investment Management Group, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $334,712,037
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $47,805,370
- PIMCO ETF TR · MULTISECTOR BD · 72201R585 · shares: $22,783,887
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $12,518,985
- AMERICAN CENTY ETF TR · INTL EQT ETF · 025072703 · shares: $12,453,067
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $11,764,687
- PIMCO ETF TR · ENHAN SHRT MA AC · 72201R833 · shares: $11,484,934
- ISHARES TR · TRS FLT RT BD · 46434V860 · shares: $11,294,946
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $10,583,541
- INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM · 46138E339 · shares: $9,897,416
- FIRST TR EXCHANGE-TRADED FD · NASDQ CLN EDGE · 33737A108 · shares: $8,554,944
Reported holdings
156 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 1,058 shares | $369,676 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 905 shares | $359,566 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 13,201 shares | $357,087 |
| PIMCO ETF TR | US STK PLUS AC | 72201R551 | — | 6,432 shares | $354,017 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 4,894 shares | $338,371 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 7,536 shares | $331,433 |
| NETFLIX INC. | COM | 64110L106 | — | 4,650 shares | $323,547 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 239 shares | $321,986 |
| NISOURCE INC | COM | 65473P105 | — | 8,210 shares | $320,190 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 14,624 shares | $319,827 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 176 shares | $318,854 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 4,360 shares | $316,710 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 814 shares | $316,499 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 6,750 shares | $313,693 |
| HOME DEPOT INC | COM | 437076102 | — | 1,095 shares | $311,491 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 625 shares | $311,353 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 11,308 shares | $310,631 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,123 shares | $309,263 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 6,364 shares | $298,281 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 5,902 shares | $293,270 |
| COCA COLA CO | COM | 191216100 | — | 3,401 shares | $292,758 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 1,755 shares | $292,734 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 3,825 shares | $292,230 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 9,269 shares | $276,772 |
| QUALCOMM INC | COM | 747525103 | — | 1,464 shares | $269,435 |
| JABIL INC | COM | 466313103 | — | 923 shares | $264,772 |
| ABBVIE INC | COM | 00287Y109 | — | 1,008 shares | $263,769 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 4,670 shares | $262,533 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 5,173 shares | $259,167 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 3,012 shares | $256,984 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 419 shares | $256,327 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 3,041 shares | $253,619 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 1,442 shares | $242,040 |
| BEST BUY INC | COM | 086516101 | — | 2,702 shares | $238,424 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 2,580 shares | $237,799 |
| MARATHON PETE CORP | COM | 56585A102 | — | 600 shares | $237,252 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 2,339 shares | $236,552 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,349 shares | $232,129 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,399 shares | $227,660 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 5,933 shares | $219,640 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | — | 6,978 shares | $217,903 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,067 shares | $217,892 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 826 shares | $217,535 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 2,615 shares | $217,123 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 818 shares | $216,688 |
| DANAHER CORP DEL | COM | 235851102 | — | 972 shares | $215,347 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 5,107 shares | $212,553 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 2,704 shares | $211,182 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 1,750 shares | $207,182 |
| AIRBNB INC | COM CL A | 009066101 | — | 1,289 shares | $207,078 |
| BANK OF AMER CORP | COM | 060505104 | — | 3,804 shares | $207,052 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,368 shares | $206,376 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,375 shares | $204,944 |
| CENCORA INC | COM | 03073E105 | — | 678 shares | $203,570 |
| ADOBE INC | COM | 00724F101 | — | 842 shares | $202,029 |
| TESLA INC | COM | 88160R101 | — | 567 shares | $201,344 |