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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | LDUR | PIMCO ETF TR | — | 10,291.0 | $986K | 0.31% | NEW | — | $95.82 | -0.4% |
| 62 | VTV | VANGUARD INDEX FDS | — | 4,655.0 | $913K | 0.29% | — | — | $196.22 | +7.9% |
| 63 | AVGO | BROADCOM INC | Technology | 2,595.0 | $803K | 0.25% | +69.0 | +2.7% | $309.50 | +36.5% |
| 64 | V | VISA INC | Financial Services | 2,564.0 | $775K | 0.24% | -387.0 | -13.1% | $302.24 | +7.9% |
| 65 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 15,292.0 | $766K | 0.24% | NEW | — | $50.12 | -0.0% |
| 66 | IXUS | ISHARES TR | — | 8,355.0 | $724K | 0.23% | +73.0 | +0.9% | $86.64 | +11.5% |
| 67 | DUHP | DIMENSIONAL ETF TRUST | — | 19,016.0 | $699K | 0.22% | +5K | +32.4% | $36.76 | +11.3% |
| 68 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17,492.0 | $672K | 0.21% | +2K | +14.5% | $38.42 | +12.7% |
| 69 | VXF | VANGUARD INDEX FDS | — | 3,145.0 | $647K | 0.20% | +60.0 | +1.9% | $205.80 | +13.7% |
| 70 | DFSV | DIMENSIONAL ETF TRUST | — | 18,022.0 | $631K | 0.20% | +109.0 | +0.6% | $35.04 | +7.5% |
| 71 | CTAS | CINTAS CORP | Industrials | 3,487.0 | $590K | 0.19% | +1K | +41.9% | $169.14 | +1.3% |
| 72 | VB | VANGUARD INDEX FDS | — | 2,226.0 | $583K | 0.18% | +464.0 | +26.3% | $261.92 | +11.7% |
| 73 | DSTL | ETF SER SOLUTIONS | — | 10,018.0 | $580K | 0.18% | -3K | -21.4% | $57.88 | +2.7% |
| 74 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,078.0 | $577K | 0.18% | +134.0 | +6.9% | $277.87 | +36.8% |
| 75 | AVNM | AMERICAN CENTY ETF TR | — | 7,567.0 | $576K | 0.18% | +820.0 | +12.2% | $76.17 | +10.9% |
| 76 | LST | MANAGED PORTFOLIO SERIES | — | 13,523.0 | $547K | 0.17% | NEW | — | $40.45 | +14.1% |
| 77 | LGLV | SPDR SERIES TRUST | — | 2,980.0 | $531K | 0.17% | — | — | $178.10 | +0.9% |
| 78 | SCHD | SCHWAB STRATEGIC TR | — | 17,124.0 | $525K | 0.17% | +1K | +7.5% | $30.68 | +6.4% |
| 79 | VO | VANGUARD INDEX FDS | — | 1,783.0 | $512K | 0.16% | +55.0 | +3.2% | $287.11 | -72.6% |
| 80 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,174.0 | $509K | 0.16% | +27.0 | +2.4% | $433.97 | -5.8% |
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%