Hutchens & Kramer Investment Management Group, LLC
150 holdingsFiling period: 2026-03-31Current AUM: $350.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 299.7K | $33.3M | $38.2M | 10.92% | +23.7K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 546.2K | $21.2M | $24.3M | 6.94% | +3.2K | 2026-03-31 |
| 3 | PYLD | PIMCO ETF TR | 772.7K | $20.2M | $20.2M | 5.77% | +59.4K | 2026-03-31 |
| 4 | BOND | PIMCO ETF TR | 176.5K | $16.3M | $16.0M | 4.56% | +10.4K | 2026-03-31 |
| 5 | DCOR | DIMENSIONAL ETF TRUST | 198.3K | $14.3M | $16.4M | 4.67% | -1,421 | 2026-03-31 |
| 6 | SGOV | ISHARES TR | 121.8K | $12.3M | $12.3M | 3.50% | +18.8K | 2026-03-31 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 342.7K | $12.2M | $13.1M | 3.73% | -11 | 2026-03-31 |
| 8 | TFLO | ISHARES TR | 221.7K | $11.2M | $11.2M | 3.21% | +31.5K | 2026-03-31 |
| 9 | AVDE | AMERICAN CENTY ETF TR | 110.5K | $9.4M | $10.1M | 2.88% | +7.5K | 2026-03-31 |
| 10 | GRID | FIRST TR EXCHANGE-TRADED FD | 47.4K | $7.8M | $8.5M | 2.43% | +36.4K | 2026-03-31 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | 64.2K | $7.2M | $9.2M | 2.64% | +44.6K | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 11.6K | $6.9M | $8.0M | 2.28% | +915 | 2026-03-31 |
| 13 | AVEM | AMERICAN CENTY ETF TR | 63.1K | $5.1M | $5.6M | 1.61% | +4.6K | 2026-03-31 |
| 14 | DFEM | DIMENSIONAL ETF TRUST | 132.3K | $4.6M | $5.0M | 1.42% | -2,045 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 4.5K | $4.2M | $5.2M | 1.49% | -174 | 2026-03-31 |
| 16 | QQQ | INVESCO QQQ TR | 7.1K | $4.1M | $4.9M | 1.40% | +1.6K | 2026-03-31 |
| 17 | AIRR | FIRST TR EXCHANGE TRADED FD | 34.5K | $3.8M | $4.0M | 1.15% | +29.4K | 2026-03-31 |
| 18 | XLG | INVESCO EXCHANGE TRADED FD T | 68.9K | $3.8M | $4.2M | 1.20% | -164 | 2026-03-31 |
| 19 | SCHX | SCHWAB STRATEGIC TR | 142.0K | $3.6M | $4.2M | 1.19% | -13,647 | 2026-03-31 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | 56.7K | $3.6M | $4.0M | 1.14% | +3.2K | 2026-03-31 |
| 21 | SMH | VANECK ETF TRUST | 9.4K | $3.6M | $5.1M | 1.46% | +7.9K | 2026-03-31 |
| 22 | SPHB | INVESCO EXCH TRADED FD TR II | 31.2K | $3.6M | $4.4M | 1.24% | +26.0K | 2026-03-31 |
| 23 | AAPL | APPLE INC | 14.0K | $3.6M | $4.3M | 1.24% | -127 | 2026-03-31 |
| 24 | SPIT | RBB FD INC | 132.9K | $3.5M | $4.3M | 1.23% | -- | 2026-03-31 |
| 25 | FITE | SPDR SERIES TRUST | 40.0K | $3.4M | $4.3M | 1.22% | +34.3K | 2026-03-31 |
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