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 | VTEB | VANGUARD MUN BD FDS | — | 4,126.0 | $206K | 0.07% | NEW | — | $49.89 | +0.4% |
| 22 | SLV | ISHARES SILVER TR | Financial Services | 3,013.0 | $205K | 0.07% | NEW | — | $68.14 | +2.3% |
| 23 | DFAX | DIMENSIONAL ETF TRUST | — | 5,933.0 | $202K | 0.06% | NEW | — | $33.97 | +11.5% |
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%