Chief Compliance Officer

0001951757-24-000407.txt : 20240429 0001951757-24-000407.hdr.sgml : 20240429 20240429131958 ACCESSION NUMBER: 0001951757-24-000407 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hutchens & Kramer Investment Management Group, LLC CENTRAL INDEX KEY: 0001920117 ORGANIZATION NAME: 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: 24889089 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 03-31-2024 03-31-2024 Hutchens & Kramer Investment Management Group, LLC

99 E CARMEL DRIVE SUITE 160 CARMEL IN 46032

13F HOLDINGS REPORT 028-22538 N Raymond Kramer Chief Compliance Officer (317) 993-3999 Raymond Kramer Carmel IN 04-29-2024 0 149 168998693 false INFORMATION TABLE 2 F_13F_Monon_Q12024.xml AMAZON COM INC COM 023135106 2435856 13460 SH SOLE 0 0 13460 ISHARES TR MORNINGSTAR GRWT 464287119 332986 4411 SH SOLE 0 0 4411 INVESCO QQQ TR UNIT SER 1 46090E103 1607367 3612 SH SOLE 0 0 3612 STERICYCLE INC COM 858912108 474526 9122 SH SOLE 0 0 9122 ELEVANCE HEALTH INC COM 036752103 231684 449 SH SOLE 0 0 449 SPDR SER TR PORTFLI INTRMDIT 78464A672 211346 7567 SH SOLE 0 0 7567 MONSTER BEVERAGE CORP NEW COM 61174X109 245395 4250 SH SOLE 0 0 4250 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 599855 3453 SH SOLE 0 0 3453 COSTCO WHSL CORP NEW COM 22160K105 336819 467 SH SOLE 0 0 467 TELEDYNE TECHNOLOGIES INC COM 879360105 241360 568 SH SOLE 0 0 568 PROCTER AND GAMBLE CO COM 742718109 2649891 16502 SH SOLE 0 0 16502 HUNT J B TRANS SVCS INC COM 445658107 282342 1437 SH SOLE 0 0 1437 NETFLIX INC COM 64110L106 340942 555 SH SOLE 0 0 555 POOL CORP COM 73278L105 256832 640 SH SOLE 0 0 640 PROLOGIS INC. COM 74340W103 340651 2663 SH SOLE 0 0 2663 SPDR S&P 500 ETF TR TR UNIT 78462F103 599801 1149 SH SOLE 0 0 1149 MASTERCARD INCORPORATED CL A 57636Q104 1969573 4117 SH SOLE 0 0 4117 ISHARES TR 1 3 YR TREAS BD 464287457 1404904 17272 SH SOLE 0 0 17272 KIMBERLY-CLARK CORP COM 494368103 207883 1614 SH SOLE 0 0 1614 DBX ETF TR XTRACK USD HIGH 233051432 518064 14647 SH SOLE 0 0 14647 ISHARES TR ESG AWR MSCI USA 46435G425 306241 2669 SH SOLE 0 0 2669 HOME DEPOT INC COM 437076102 218978 595 SH SOLE 0 0 595 AUTOMATIC DATA PROCESSING IN COM 053015103 893910 3644 SH SOLE 0 0 3644 FAIR ISAAC CORP COM 303250104 360004 287 SH SOLE 0 0 287 VERISK ANALYTICS INC COM 92345Y106 291441 1252 SH SOLE 0 0 1252 COOPER COS INC COM 216648501 919260 9263 SH SOLE 0 0 9263 SPDR GOLD TR GOLD SHS 78463V107 1543064 7425 SH SOLE 0 0 7425 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 242453 1193 SH SOLE 0 0 1193 LABORATORY CORP AMER HLDGS COM NEW 50540R409 334693 1547 SH SOLE 0 0 1547 SCHWAB STRATEGIC TR INTL EQTY ETF 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TR II SR LN ETF 46138G508 218503 10336 SH SOLE 0 0 10336 DIGITAL RLTY TR INC COM 253868103 287084 2023 SH SOLE 0 0 2023 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1159819 6334 SH SOLE 0 0 6334 ISHARES TR EAFE VALUE ETF 464288877 626115 11584 SH SOLE 0 0 11584 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 277926 3468 SH SOLE 0 0 3468 APTIV PLC SHS G6095L109 483455 6136 SH SOLE 0 0 6136 VISA INC COM CL A 92826C839 946709 3402 SH SOLE 0 0 3402 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 10610508 333454 SH SOLE 0 0 333454 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 356427 6263 SH SOLE 0 0 6263 HERSHEY CO COM 427866108 213458 1077 SH SOLE 0 0 1077 PIMCO ETF TR ACTIVE BD ETF 72201R775 473951 5218 SH SOLE 0 0 5218 PROSHARES TR BITCOIN STRATE 74347G440 235714 7693 SH SOLE 0 0 7693 VANGUARD INDEX FDS VALUE ETF 922908744 1059031 6528 SH SOLE 0 0 6528 SPDR SER TR BLOOMBERG SHT TE 78468R408 266975 10679 SH SOLE 0 0 10679 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 6152861 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ETF TRUST GLOBAL EX US COR 25434V575 866224 16398 SH SOLE 0 0 16398 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 216166 4084 SH SOLE 0 0 4084 DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567 423811 8045 SH SOLE 0 0 8045 SPDR SER TR SSGA US LRG ETF 78468R804 547773 3545 SH SOLE 0 0 3545 CDW CORP COM 12514G108 938346 3708 SH SOLE 0 0 3708 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 305736 4551 SH SOLE 0 0 4551 ISHARES TR MSCI USA QLT FCT 46432F339 1236891 7548 SH SOLE 0 0 7548 ISHARES TR U.S. TECH ETF 464287721 419934 3098 SH SOLE 0 0 3098 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 330239 2118 SH SOLE 0 0 2118 ISHARES TR S&P 500 VAL ETF 464287408 725970 3910 SH SOLE 0 0 3910 ISHARES TR S&P 500 GRWT ETF 464287309 939826 11113 SH SOLE 0 0 11113 ISHARES TR CORE S&P500 ETF 464287200 4776933 9101 SH SOLE 0 0 9101 ROSS STORES INC COM 778296103 263338 1815 SH SOLE 0 0 1815 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1787543 69881 SH SOLE 0 0 69881 ISHARES TR 0-5YR HI YL CP 46434V407 223754 5306 SH SOLE 0 0 5306 ISHARES TR MBS ETF 464288588 348241 3803 SH SOLE 0 0 3803 ISHARES TR PFD AND INCM SEC 464288687 300861 9362 SH SOLE 0 0 9362 SALESFORCE INC COM 79466L302 258735 856 SH SOLE 0 0 856 JPMORGAN CHASE & CO COM 46625H100 336209 1690 SH SOLE 0 0 1690 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 388592 10705 SH SOLE 0 0 10705 CONOCOPHILLIPS COM 20825C104 246945 1919 SH SOLE 0 0 1919 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2673045 53493 SH SOLE 0 0 53493 TJX COS INC NEW COM 872540109 989822 9928 SH SOLE 0 0 9928 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 725394 17296 SH SOLE 0 0 17296 KLA CORP COM NEW 482480100 258760 364 SH SOLE 0 0 364 CATERPILLAR INC COM 149123101 383746 1055 SH SOLE 0 0 1055 ISHARES TR HDG MSCI EAFE 46434V803 302873 8692 SH SOLE 0 0 8692 ALPHABET INC CAP STK CL C 02079K107 769198 4915 SH SOLE 0 0 4915 APPLIED MATLS INC COM 038222105 280062 1342 SH SOLE 0 0 1342 ISHARES TR 20 YR TR BD ETF 464287432 219899 2376 SH SOLE 0 0 2376 EATON CORP PLC SHS G29183103 1062462 3405 SH SOLE 0 0 3405 ISHARES TR CORE TOTAL USD 46434V613 1409993 31236 SH SOLE 0 0 31236 EMCOR GROUP INC COM 29084Q100 234569 661 SH SOLE 0 0 661 GARTNER INC COM 366651107 550966 1154 SH SOLE 0 0 1154 LAM RESEARCH CORP COM 512807108 328900 335 SH SOLE 0 0 335 EQUINIX INC COM 29444U700 268017 335 SH SOLE 0 0 335 BERKLEY W R CORP COM 084423102 276993 3166 SH SOLE 0 0 3166 REALTY INCOME CORP COM 756109104 243136 4548 SH SOLE 0 0 4548 CADENCE DESIGN SYSTEM INC COM 127387108 259068 830 SH SOLE 0 0 830 UNITEDHEALTH GROUP INC COM 91324P102 531324 1085 SH SOLE 0 0 1085 ISHARES TR EXPONENTIAL TECH 46434V381 349369 5856 SH SOLE 0 0 5856 BARINGS BDC INC COM 06759L103 130983 14191 SH SOLE 0 0 14191 NOVO-NORDISK A S ADR 670100205 235712 1848 SH SOLE 0 0 1848 SCHWAB CHARLES CORP COM 808513105 994219 13738 SH SOLE 0 0 13738 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 264103 7402 SH SOLE 0 0 7402 APPLE INC COM 037833100 1767634 10396 SH SOLE 0 0 10396 ABBOTT LABS COM 002824100 221154 1973 SH SOLE 0 0 1973