MANAGING PARTNER, CCO

0001951757-23-000129.txt : 20230410 0001951757-23-000129.hdr.sgml : 20230410 20230410141644 ACCESSION NUMBER: 0001951757-23-000129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230410 DATE AS OF CHANGE: 20230410 EFFECTIVENESS DATE: 20230410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hutchens & Kramer Investment Management Group, LLC CENTRAL INDEX KEY: 0001920117 IRS NUMBER: 471981984 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22538 FILM NUMBER: 23810731 BUSINESS ADDRESS: STREET 1: 99 E CARMEL DRIVE STREET 2: SUITE 160 CITY: CARMEL STATE: IN ZIP: 46032 BUSINESS PHONE: (317) 993-3999 MAIL ADDRESS: STREET 1: 99 E CARMEL DRIVE STREET 2: SUITE 160 CITY: CARMEL STATE: IN ZIP: 46032 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001920117 XXXXXXXX 03-31-2023 03-31-2023 Hutchens & Kramer Investment Management Group, LLC

99 E CARMEL DRIVE SUITE 160 CARMEL IN 46032

13F HOLDINGS REPORT 028-22538 N RAYMOND J. KRAMER MANAGING PARTNER, CCO (317) 993-3999 RAYMOND J. KRAMER CARMEL IN 04-10-2023 0 120 115741338 false INFORMATION TABLE 2 Mononq1202313f.xml ABBOTT LABS COM 002824100 1215388 12003 SH SOLE 0 0 12003 AMAZON COM INC COM 023135106 1577755 15275 SH SOLE 0 0 15275 AMETEK INC COM 031100100 276854 1905 SH SOLE 0 0 1905 AMPHENOL CORP NEW CL A 032095101 993751 12160 SH SOLE 0 0 12160 ELEVANCE HEALTH INC COM 036752103 310372 675 SH SOLE 0 0 675 APPLE INC COM 037833100 1826542 11077 SH SOLE 0 0 11077 AUTOMATIC DATA PROCESSING IN COM 053015103 1108307 4978 SH SOLE 0 0 4978 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 290861 942 SH SOLE 0 0 942 CADENCE DESIGN SYSTEM INC COM 127387108 264503 1259 SH SOLE 0 0 1259 CLOROX CO DEL COM 189054109 316480 2000 SH SOLE 0 0 2000 COCA COLA CO COM 191216100 252090 4064 SH SOLE 0 0 4064 COOPER COS INC COM NEW 216648402 1090585 2921 SH SOLE 0 0 2921 DBX ETF TR XTRACK USD HIGH 233051432 3086599 88823 SH SOLE 0 0 88823 DIGITAL RLTY TR INC COM 253868103 315182 3206 SH SOLE 0 0 3206 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 313135 2748 SH SOLE 0 0 2748 HOME DEPOT INC COM 437076102 280573 951 SH SOLE 0 0 951 HUNT J B TRANS SVCS INC COM 445658107 211605 1206 SH SOLE 0 0 1206 ILLUMINA INC COM 452327109 636722 2738 SH SOLE 0 0 2738 ISHARES TR MORNINGSTAR GRWT 464287119 309843 5597 SH SOLE 0 0 5597 ISHARES TR CORE S&P500 ETF 464287200 1723658 4193 SH SOLE 0 0 4193 ISHARES TR CORE US AGGBD ET 464287226 1551694 15573 SH SOLE 0 0 15573 ISHARES TR 1 3 YR TREAS BD 464287457 2063448 25115 SH SOLE 0 0 25115 ISHARES TR 3 7 YR TREAS BD 464288661 1544509 13128 SH SOLE 0 0 13128 ISHARES TR SHORT TREAS BD 464288679 209840 1899 SH SOLE 0 0 1899 ISHARES TR PFD AND INCM SEC 464288687 326897 10471 SH SOLE 0 0 10471 ISHARES TR EAFE GRWTH ETF 464288885 742414 7925 SH SOLE 0 0 7925 JOHNSON & JOHNSON COM 478160104 317905 2051 SH SOLE 0 0 2051 LAM RESEARCH CORP COM 512807108 243855 460 SH SOLE 0 0 460 LILLY ELI & CO COM 532457108 15003674 43689 SH SOLE 0 0 43689 MCDONALDS CORP COM 580135101 279610 1000 SH SOLE 0 0 1000 MICROSOFT CORP COM 594918104 7185163 24923 SH SOLE 0 0 24923 MONOLITHIC PWR SYS INC COM 609839105 219237 438 SH SOLE 0 0 438 NIKE INC CL B 654106103 1209752 9864 SH SOLE 0 0 9864 ON SEMICONDUCTOR CORP COM 682189105 220865 2683 SH SOLE 0 0 2683 PROCTER AND GAMBLE CO COM 742718109 3390429 22802 SH SOLE 0 0 22802 QUALCOMM INC COM 747525103 225306 1766 SH SOLE 0 0 1766 REALTY INCOME CORP COM 756109104 268191 4235 SH SOLE 0 0 4235 ROSS STORES INC COM 778296103 216717 2042 SH SOLE 0 0 2042 SCHWAB CHARLES CORP COM 808513105 1081995 20657 SH SOLE 0 0 20657 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4515436 93352 SH SOLE 0 0 93352 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 243080 3730 SH SOLE 0 0 3730 SIMON PPTY GROUP INC NEW COM 828806109 538415 4809 SH SOLE 0 0 4809 STERICYCLE INC COM 858912108 578661 13269 SH SOLE 0 0 13269 TJX COS INC NEW COM 872540109 1072958 13693 SH SOLE 0 0 13693 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1375246 30446 SH SOLE 0 0 30446 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 479023 11857 SH SOLE 0 0 11857 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2643059 7028 SH SOLE 0 0 7028 VANGUARD INDEX FDS MID CAP ETF 922908629 791583 3753 SH SOLE 0 0 3753 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 383727 2737 SH SOLE 0 0 2737 VANGUARD INDEX FDS VALUE ETF 922908744 1159028 8392 SH SOLE 0 0 8392 VANGUARD INDEX FDS SMALL CP ETF 922908751 746487 3938 SH SOLE 0 0 3938 WALMART INC COM 931142103 315101 2137 SH SOLE 0 0 2137 WEST PHARMACEUTICAL SVSC INC COM 955306105 263317 760 SH SOLE 0 0 760 INVESCO QQQ TR UNIT SER 1 46090E103 1107529 3451 SH SOLE 0 0 3451 AMC ENTMT HLDGS INC CL A COM 00165C104 114664 22887 SH SOLE 0 0 22887 ADOBE SYSTEMS INCORPORATED COM 00724F101 302130 784 SH SOLE 0 0 784 ALPHABET INC CAP STK CL C 02079K107 472992 4548 SH SOLE 0 0 4548 ALPHABET INC CAP STK CL A 02079K305 241898 2332 SH SOLE 0 0 2332 AMERICAN TOWER CORP NEW COM 03027X100 1181962 5784 SH SOLE 0 0 5784 BARINGS BDC INC COM 06759L103 184414 23226 SH SOLE 0 0 23226 BLACKSTONE INC COM 09260D107 263520 3000 SH SOLE 0 0 3000 BOOKING HOLDINGS INC COM 09857L108 206888 78 SH SOLE 0 0 78 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 247264 1687 SH SOLE 0 0 1687 CDW CORP COM 12514G108 1474399 7565 SH SOLE 0 0 7565 CONSTELLATION BRANDS INC CL A 21036P108 753117 3334 SH SOLE 0 0 3334 COSTCO WHSL CORP NEW COM 22160K105 208685 420 SH SOLE 0 0 420 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 507620 20661 SH SOLE 0 0 20661 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2315087 90859 SH SOLE 0 0 90859 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 396501 16808 SH SOLE 0 0 16808 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 245016 10133 SH SOLE 0 0 10133 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 242121 10171 SH SOLE 0 0 10171 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2852497 118533 SH SOLE 0 0 118533 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1012233 40603 SH SOLE 0 0 40603 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 377021 17544 SH SOLE 0 0 17544 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 431402 17160 SH SOLE 0 0 17160 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1608697 34477 SH SOLE 0 0 34477 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3605700 84840 SH SOLE 0 0 84840 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 310804 4284 SH SOLE 0 0 4284 ETF SER SOLUTIONS DISTILLATE US 26922A321 1037153 24036 SH SOLE 0 0 24036 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 233488 9015 SH SOLE 0 0 9015 META PLATFORMS INC CL A 30303M102 314095 1482 SH SOLE 0 0 1482 FUELCELL ENERGY INC COM 35952H601 43443 15243 SH SOLE 0 0 15243 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2577627 8301 SH SOLE 0 0 8301 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1206835 9142 SH SOLE 0 0 9142 INVITATION HOMES INC COM 46187W107 213957 6851 SH SOLE 0 0 6851 IQVIA HLDGS INC COM 46266C105 1173451 5900 SH SOLE 0 0 5900 ISHARES TR MSCI USA QLT FCT 46432F339 670199 5402 SH SOLE 0 0 5402 ISHARES TR CORE MSCI TOTAL 46432F834 550550 8887 SH SOLE 0 0 8887 ISHARES TR 0-5YR INVT GR CP 46434V100 281786 5812 SH SOLE 0 0 5812 ISHARES TR EXPONENTIAL TECH 46434V381 331588 6292 SH SOLE 0 0 6292 ISHARES TR CORE TOTAL USD 46434V613 309574 6708 SH SOLE 0 0 6708 ISHARES TR ESG AWR MSCI USA 46435G425 337288 3729 SH SOLE 0 0 3729 JPMORGAN CHASE & CO COM 46625H100 263487 2022 SH SOLE 0 0 2022 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 330603 6055 SH SOLE 0 0 6055 LPL FINL HLDGS INC COM 50212V100 204019 1008 SH SOLE 0 0 1008 LABORATORY CORP AMER HLDGS COM NEW 50540R409 354913 1547 SH SOLE 0 0 1547 MASTERCARD INCORPORATED CL A 57636Q104 2255354 6206 SH SOLE 0 0 6206 META MATERIALS INC COM 59134N104 26744 65614 SH SOLE 0 0 65614 NETAPP INC COM 64110D104 205852 3224 SH SOLE 0 0 3224 NISOURCE INC COM 65473P105 225414 8062 SH SOLE 0 0 8062 NVIDIA CORPORATION COM 67066G104 229442 826 SH SOLE 0 0 826 PIMCO ETF TR ACTIVE BD ETF 72201R775 205545 2216 SH SOLE 0 0 2216 PROLOGIS INC. COM 74340W103 445678 3572 SH SOLE 0 0 3572 PROSHARES TR BITCOIN STRATE 74347G440 351171 20044 SH SOLE 0 0 20044 PROSHARES TR II VIX SH TRM FUTRS 74347Y854 96817 10698 SH SOLE 0 0 10698 PUBLIC STORAGE COM 74460D109 266185 881 SH SOLE 0 0 881 SPDR S&P 500 ETF TR TR UNIT 78462F103 473463 1157 SH SOLE 0 0 1157 SPDR GOLD TR GOLD SHS 78463V107 2004976 10943 SH SOLE 0 0 10943 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 611471 17916 SH SOLE 0 0 17916 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 286563 8922 SH SOLE 0 0 8922 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3069972 33074 SH SOLE 0 0 33074 SPDR SER TR SSGA US LRG ETF 78468R804 550757 4026 SH SOLE 0 0 4026 UNITEDHEALTH GROUP INC COM 91324P102 379490 803 SH SOLE 0 0 803 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1242267 44335 SH SOLE 0 0 44335 VERIZON COMMUNICATIONS INC COM 92343V104 230574 5929 SH SOLE 0 0 5929 VISA INC COM CL A 92826C839 595214 2640 SH SOLE 0 0 2640 WELLTOWER INC COM 95040Q104 294001 4101 SH SOLE 0 0 4101 ZOETIS INC CL A 98978V103 1254146 7535 SH SOLE 0 0 7535 EATON CORP PLC SHS G29183103 588724 3436 SH SOLE 0 0 3436 APTIV PLC SHS G6095L109 945874 8431 SH SOLE 0 0 8431