Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MINT | PIMCO ETF TR | — | 25,025.0 | $2.5M | 0.80% | +22K | +821.4% | $100.57 | +0.1% |
| 22 | SPYG | SPDR SERIES TRUST | — | 19,370.0 | $1.9M | 0.60% | +6K | +45.4% | $97.91 | +22.1% |
| 23 | VNQ | VANGUARD INDEX FDS | — | 20,477.0 | $1.8M | 0.57% | +428.0 | +2.1% | $88.70 | +9.5% |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,637.0 | $1.7M | 0.54% | +150.0 | +6.0% | $650.41 | +15.3% |
| 25 | SPYM | SPDR SERIES TRUST | — | 16,882.0 | $1.3M | 0.41% | +382.0 | +2.3% | $76.54 | +15.3% |
| 26 | VTI | VANGUARD INDEX FDS | — | 3,939.0 | $1.3M | 0.40% | +487.0 | +14.1% | $320.84 | +15.1% |
| 27 | IUSB | ISHARES TR | — | 23,974.0 | $1.1M | 0.35% | +466.0 | +2.0% | $46.19 | -0.4% |
| 28 | VWO | VANGUARD INTL EQUITY INDEX F | — | 20,468.0 | $1.1M | 0.35% | +1K | +7.6% | $54.05 | +11.3% |
| 29 | EFG | ISHARES TR | — | 9,250.0 | $1.0M | 0.33% | +3K | +53.6% | $111.37 | +10.2% |
| 30 | AVGO | BROADCOM INC | Technology | 2,595.0 | $803K | 0.25% | +69.0 | +2.7% | $309.50 | +36.5% |
| 31 | IXUS | ISHARES TR | — | 8,355.0 | $724K | 0.23% | +73.0 | +0.9% | $86.64 | +11.6% |
| 32 | DUHP | DIMENSIONAL ETF TRUST | — | 19,016.0 | $699K | 0.22% | +5K | +32.4% | $36.76 | +11.4% |
| 33 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17,492.0 | $672K | 0.21% | +2K | +14.5% | $38.42 | +11.9% |
| 34 | VXF | VANGUARD INDEX FDS | — | 3,145.0 | $647K | 0.20% | +60.0 | +1.9% | $205.80 | +13.8% |
| 35 | DFSV | DIMENSIONAL ETF TRUST | — | 18,022.0 | $631K | 0.20% | +109.0 | +0.6% | $35.04 | +7.8% |
| 36 | CTAS | CINTAS CORP | Industrials | 3,487.0 | $590K | 0.19% | +1K | +41.9% | $169.14 | +1.4% |
| 37 | VB | VANGUARD INDEX FDS | — | 2,226.0 | $583K | 0.18% | +464.0 | +26.3% | $261.92 | +11.7% |
| 38 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,078.0 | $577K | 0.18% | +134.0 | +6.9% | $277.87 | +37.1% |
| 39 | AVNM | AMERICAN CENTY ETF TR | — | 7,567.0 | $576K | 0.18% | +820.0 | +12.2% | $76.17 | +11.0% |
| 40 | SCHD | SCHWAB STRATEGIC TR | — | 17,124.0 | $525K | 0.17% | +1K | +7.5% | $30.68 | +6.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
28.3%
Technology
27.2%
Healthcare
13.0%
Consumer Cyclical
8.2%
Communication Services
7.8%
Industrials
6.9%
Consumer Defensive
6.3%
Energy
0.8%
Basic Materials
0.7%
Utilities
0.7%