Hutchens & Kramer Investment Management Group, LLC Diversified Active

Location: Carmel, IN

CIK: 0001920117 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 8, 2026

Total Value: $290M (100.0% shares, 0.0% debt)

Holdings (177)

AVUS AMERICAN CENTY ETF TR 10.7%
Value $30.85M Shares 276,001 Est. Cost $102.60 Unrealized
DFAC DIMENSIONAL ETF TRUST 7.4%
Value $21.5M Shares 542,967 Est. Cost $29.92 Unrealized
PYLD PIMCO ETF TR 6.6%
Value $19.03M Shares 713,231 Est. Cost $26.42 Unrealized
BOND PIMCO ETF TR 5.3%
Value $15.47M Shares 166,174 Est. Cost $92.20 Unrealized
DCOR DIMENSIONAL ETF TRUST 5.1%
Value $14.71M Shares 199,718 Est. Cost $60.40 Unrealized
DFIC DIMENSIONAL ETF TRUST 4.1%
Value $11.81M Shares 342,663 Est. Cost $25.75 Unrealized
SGOV ISHARES TR 3.6%
Value $10.34M Shares 103,028 Est. Cost $100.47 Unrealized
TFLO ISHARES TR 3.3%
Value $9.596M Shares 190,171 Est. Cost $50.50 Unrealized
AVDE AMERICAN CENTY ETF TR 2.9%
Value $8.479M Shares 103,004 Est. Cost $74.42 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value $6.717M Shares 10,711 Est. Cost $448.18 Unrealized
LLY ELI LILLY & CO 1.8%
Value $5.075M Shares 4,722 Est. Cost $299.78 Unrealized +218.8%
AVEM AMERICAN CENTY ETF TR 1.6%
Value $4.505M Shares 58,492 Est. Cost $68.82 Unrealized
DFEM DIMENSIONAL ETF TRUST 1.5%
Value $4.443M Shares 134,314 Est. Cost $26.13 Unrealized
SCHX SCHWAB STRATEGIC TR 1.4%
Value $4.19M Shares 155,694 Est. Cost $33.66 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 1.4%
Value $4.094M Shares 69,054 Est. Cost $66.01 Unrealized
AAPL APPLE INC 1.3%
Value $3.852M Shares 14,168 Est. Cost $182.54 Unrealized +47.0%
MSFT MICROSOFT CORP 1.3%
Value $3.67M Shares 7,588 Est. Cost $316.16 Unrealized +58.3%
QQQ INVESCO QQQ TR 1.2%
Value $3.381M Shares 5,505 Est. Cost $439.76 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.2%
Value $3.344M Shares 53,527 Est. Cost $44.92 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.1%
Value $3.263M Shares 76,674 Est. Cost $41.91 Unrealized
AMZN AMAZON COM INC 1.0%
Value $2.931M Shares 12,700 Est. Cost $132.51 Unrealized +72.7%
NVDA NVIDIA CORPORATION 1.0%
Value $2.801M Shares 15,020 Est. Cost $104.32 Unrealized +78.4%
IVV ISHARES TR 1.0%
Value $2.754M Shares 4,021 Est. Cost $488.40 Unrealized
GLD SPDR GOLD TR 0.9%
Value $2.582M Shares 6,514 Est. Cost $192.76 Unrealized
AVGE AMERICAN CENTY ETF TR 0.8%
Value $2.445M Shares 28,459 Est. Cost $79.16 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value $2.437M Shares 16,928 Est. Cost $203.13 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.8%
Value $2.344M Shares 19,646 Est. Cost $119.47 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value $2.326M Shares 16,232 Est. Cost $134.13 Unrealized +9.7%
IVW ISHARES TR 0.6%
Value $1.864M Shares 15,123 Est. Cost $86.63 Unrealized
IVE ISHARES TR 0.6%
Value $1.851M Shares 8,727 Est. Cost $192.84 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value $1.774M Shares 20,049 Est. Cost $89.74 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value $1.696M Shares 2,487 Est. Cost $536.02 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value $1.688M Shares 2,956 Est. Cost $335.82 Unrealized +66.4%
GRID FIRST TR EXCHANGE TRADED FD 0.6%
Value $1.683M Shares 11,001 Est. Cost $153.02 Unrealized
GOOG ALPHABET INC 0.5%
Value $1.589M Shares 5,063 Est. Cost $141.79 Unrealized +101.9%
META META PLATFORMS INC 0.5%
Value $1.522M Shares 2,305 Est. Cost $376.90 Unrealized +77.1%
GOOGL ALPHABET INC 0.5%
Value $1.442M Shares 4,606 Est. Cost $139.34 Unrealized +105.0%
SHY ISHARES TR 0.5%
Value $1.434M Shares 17,310 Est. Cost $81.97 Unrealized
SPYG SPDR SERIES TRUST 0.5%
Value $1.421M Shares 13,322 Est. Cost $103.51 Unrealized
EFV ISHARES TR 0.5%
Value $1.335M Shares 18,701 Est. Cost $56.49 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value $1.326M Shares 9,809 Est. Cost $50.20 Unrealized +166.0%
SPYM SPDR SERIES TRUST 0.5%
Value $1.324M Shares 16,500 Est. Cost $66.98 Unrealized
QUAL ISHARES TR 0.4%
Value $1.268M Shares 6,385 Est. Cost $146.35 Unrealized
IEMG ISHARES INC 0.4%
Value $1.212M Shares 18,030 Est. Cost $57.52 Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value $1.202M Shares 19,759 Est. Cost $46.24 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value $1.157M Shares 3,452 Est. Cost $305.46 Unrealized
IUSB ISHARES TR 0.4%
Value $1.094M Shares 23,508 Est. Cost $46.07 Unrealized
TJX TJX COS INC NEW 0.4%
Value $1.087M Shares 7,075 Est. Cost $77.05 Unrealized +91.7%
SCHW SCHWAB CHARLES CORP 0.4%
Value $1.069M Shares 10,697 Est. Cost $75.83 Unrealized +24.9%
V VISA INC 0.4%
Value $1.035M Shares 2,951 Est. Cost $224.70 Unrealized +51.5%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value $1.031M Shares 4,075 Est. Cost $225.11 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $1.022M Shares 19,019 Est. Cost $40.76 Unrealized
ETN EATON CORP PLC 0.3%
Value $940K Shares 2,952 Est. Cost $148.30 Unrealized +139.0%
VTV VANGUARD INDEX FDS 0.3%
Value $889K Shares 4,656 Est. Cost $149.60 Unrealized
AVGO BROADCOM INC 0.3%
Value $874K Shares 2,526 Est. Cost $186.99 Unrealized +90.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $806K Shares 3,135 Est. Cost $209.17 Unrealized +26.6%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $759K Shares 15,281 Est. Cost $60.89 Unrealized
DSTL ETF SER SOLUTIONS 0.3%
Value $751K Shares 12,745 Est. Cost $43.89 Unrealized
OEF ISHARES TR 0.3%
Value $749K Shares 2,185 Est. Cost $303.58 Unrealized
IXUS ISHARES TR 0.2%
Value $701K Shares 8,282 Est. Cost $66.91 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value $690K Shares 3,061 Est. Cost $251.37 Unrealized -13.4%
COO COOPER COS INC 0.2%
Value $686K Shares 8,372 Est. Cost $96.21 Unrealized -22.2%
EFG ISHARES TR 0.2%
Value $686K Shares 6,020 Est. Cost $100.16 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value $677K Shares 5,560 Est. Cost $108.23 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value $651K Shares 3,802 Est. Cost $74.98 Unrealized +107.2%
VXF VANGUARD INDEX FDS 0.2%
Value $645K Shares 3,085 Est. Cost $150.03 Unrealized
WELL WELLTOWER INC 0.2%
Value $611K Shares 3,294 Est. Cost $76.21 Unrealized +144.7%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $608K Shares 1,944 Est. Cost $258.70 Unrealized +26.1%
SPHB INVESCO EXCH TRADED FD TR II 0.2%
Value $598K Shares 5,112 Est. Cost $116.97 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.2%
Value $589K Shares 17,913 Est. Cost $24.87 Unrealized
ARKQ ARK ETF TR 0.2%
Value $563K Shares 4,914 Est. Cost $114.66 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.2%
Value $546K Shares 14,359 Est. Cost $25.58 Unrealized
SMH VANECK ETF TRUST 0.2%
Value $546K Shares 1,516 Est. Cost $360.13 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $526K Shares 1,632 Est. Cost $135.52 Unrealized +128.4%
LGLV SPDR SERIES TRUST 0.2%
Value $525K Shares 2,990 Est. Cost $141.44 Unrealized
BX BLACKSTONE INC 0.2%
Value $524K Shares 3,400 Est. Cost $109.98 Unrealized +37.7%
VO VANGUARD INDEX FDS 0.2%
Value $502K Shares 1,728 Est. Cost $238.61 Unrealized
AVNM AMERICAN CENTY ETF TR 0.2%
Value $496K Shares 6,747 Est. Cost $68.57 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.2%
Value $495K Shares 5,036 Est. Cost $98.32 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $487K Shares 1,390 Est. Cost $395.94 Unrealized -15.0%
DFSD DIMENSIONAL ETF TRUST 0.2%
Value $481K Shares 10,037 Est. Cost $46.68 Unrealized
FITE SPDR SERIES TRUST 0.2%
Value $481K Shares 5,636 Est. Cost $85.33 Unrealized
BAI BLACKROCK ETF TRUST 0.2%
Value $476K Shares 14,295 Est. Cost $34.16 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value $465K Shares 275 Est. Cost $1439.50 Unrealized +19.6%
CTAS CINTAS CORP 0.2%
Value $462K Shares 2,457 Est. Cost $207.85 Unrealized -9.5%
ABBV ABBVIE INC 0.2%
Value $459K Shares 2,008 Est. Cost $148.55 Unrealized +53.2%
VB VANGUARD INDEX FDS 0.2%
Value $455K Shares 1,762 Est. Cost $214.64 Unrealized
NFLX NETFLIX INC 0.2%
Value $449K Shares 4,794 Est. Cost $101.57 Unrealized +6.1%
ROP ROPER TECHNOLOGIES INC 0.2%
Value $446K Shares 1,003 Est. Cost $533.86 Unrealized -13.4%
THRO BLACKROCK ETF TRUST 0.2%
Value $445K Shares 11,538 Est. Cost $35.43 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $440K Shares 1,147 Est. Cost $441.00 Unrealized -9.1%
SCHD SCHWAB STRATEGIC TR 0.2%
Value $437K Shares 15,925 Est. Cost $39.25 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $432K Shares 501 Est. Cost $626.51 Unrealized +44.6%
DLR DIGITAL RLTY TR INC 0.1%
Value $432K Shares 2,790 Est. Cost $116.04 Unrealized +40.6%
MTUM ISHARES TR 0.1%
Value $424K Shares 1,695 Est. Cost $221.74 Unrealized
KLAC KLA CORP 0.1%
Value $417K Shares 343 Est. Cost $645.26 Unrealized +81.6%
LH LABCORP HOLDINGS INC 0.1%
Value $388K Shares 1,547 Est. Cost $199.50 Unrealized +32.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $387K Shares 2,207 Est. Cost $228.35 Unrealized -21.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $386K Shares 16,062 Est. Cost $27.29 Unrealized
EME EMCOR GROUP INC 0.1%
Value $384K Shares 627 Est. Cost $495.44 Unrealized +30.7%
CCI CROWN CASTLE INC 0.1%
Value $371K Shares 4,178 Est. Cost $92.72 Unrealized -1.8%
SCHG SCHWAB STRATEGIC TR 0.1%
Value $370K Shares 11,354 Est. Cost $39.32 Unrealized
ECL ECOLAB INC 0.1%
Value $369K Shares 1,405 Est. Cost $227.57 Unrealized +16.8%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $367K Shares 764 Est. Cost $466.66 Unrealized
CAT CATERPILLAR INC 0.1%
Value $367K Shares 640 Est. Cost $269.36 Unrealized +106.2%
IAU ISHARES GOLD TR 0.1%
Value $365K Shares 4,494 Est. Cost $59.95 Unrealized
TLH ISHARES TR 0.1%
Value $361K Shares 3,555 Est. Cost $103.22 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.1%
Value $355K Shares 13,445 Est. Cost $27.03 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $355K Shares 7,583 Est. Cost $38.90 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value $349K Shares 12,844 Est. Cost $36.65 Unrealized
ABT ABBOTT LABS 0.1%
Value $347K Shares 2,770 Est. Cost $117.15 Unrealized +8.7%
MBB ISHARES TR 0.1%
Value $339K Shares 3,558 Est. Cost $93.41 Unrealized
AME AMETEK INC 0.1%
Value $337K Shares 1,643 Est. Cost $143.14 Unrealized +35.8%
NI NISOURCE INC 0.1%
Value $337K Shares 8,062 Est. Cost $24.04 Unrealized +77.3%
PLD PROLOGIS INC. 0.1%
Value $324K Shares 2,535 Est. Cost $116.17 Unrealized +6.6%
ZTS ZOETIS INC 0.1%
Value $323K Shares 2,570 Est. Cost $199.87 Unrealized -34.8%
GWW WW GRAINGER INC 0.1%
Value $322K Shares 319 Est. Cost $933.87 Unrealized +3.8%
JBL JABIL INC 0.1%
Value $321K Shares 1,406 Est. Cost $164.83 Unrealized +29.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $317K Shares 1,044 Est. Cost $281.18 Unrealized
HLI HOULIHAN LOKEY INC 0.1%
Value $311K Shares 1,787 Est. Cost $155.48 Unrealized +17.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $311K Shares 549 Est. Cost $338.88 Unrealized +57.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value $307K Shares 3,897 Est. Cost $78.33 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $304K Shares 6,286 Est. Cost $49.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $294K Shares 991 Est. Cost $216.31 Unrealized +38.1%
UGL PROSHARES TR II 0.1%
Value $289K Shares 5,210 Est. Cost $46.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $283K Shares 562 Est. Cost $299.65 Unrealized +66.0%
EQIX EQUINIX INC 0.1%
Value $280K Shares 366 Est. Cost $771.74 Unrealized +1.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $280K Shares 4,892 Est. Cost $57.12 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $275K Shares 1,063 Est. Cost $293.70 Unrealized -10.0%
MUNI PIMCO ETF TR 0.1%
Value $275K Shares 5,238 Est. Cost $51.53 Unrealized
HEI/A HEICO CORP NEW 0.1%
Value $274K Shares 1,087 Est. Cost $199.49 Unrealized +23.8%
MINT PIMCO ETF TR 0.1%
Value $273K Shares 2,716 Est. Cost $100.62 Unrealized
MMM 3M CO 0.1%
Value $272K Shares 1,700 Est. Cost $128.95 Unrealized +26.5%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $272K Shares 532 Est. Cost $406.37 Unrealized +29.7%
WAB WABTEC 0.1%
Value $270K Shares 1,263 Est. Cost $192.59 Unrealized +6.6%
ESGU ISHARES TR 0.1%
Value $264K Shares 1,772 Est. Cost $102.99 Unrealized
INTU INTUIT 0.1%
Value $264K Shares 398 Est. Cost $717.23 Unrealized -7.9%
IYW ISHARES TR 0.1%
Value $260K Shares 1,303 Est. Cost $139.77 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value $252K Shares 4,290 Est. Cost $52.73 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value $252K Shares 513 Est. Cost $510.14 Unrealized -7.1%
BINC BLACKROCK ETF TRUST II 0.1%
Value $250K Shares 4,743 Est. Cost $53.12 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $247K Shares 272 Est. Cost $664.43 Unrealized +44.6%
ORCL ORACLE CORP 0.1%
Value $240K Shares 1,230 Est. Cost $251.47 Unrealized -5.3%
IAGG ISHARES TR 0.1%
Value $238K Shares 4,754 Est. Cost $51.16 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $238K Shares 1,284 Est. Cost $120.02 Unrealized +50.0%
ADBE ADOBE INC 0.1%
Value $236K Shares 674 Est. Cost $552.75 Unrealized -38.5%
KO COCA COLA CO 0.1%
Value $235K Shares 3,359 Est. Cost $65.79 Unrealized +5.5%
RTX RTX CORPORATION 0.1%
Value $232K Shares 1,266 Est. Cost $154.28 Unrealized +12.3%
EXR EXTRA SPACE STORAGE INC 0.1%
Value $232K Shares 1,782 Est. Cost $135.01 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value $232K Shares 1,274 Est. Cost $181.97 Unrealized +0.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $231K Shares 478 Est. Cost $514.79 Unrealized -7.5%
BOXX EA SERIES TRUST 0.1%
Value $230K Shares 2,000 Est. Cost $111.49 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value $229K Shares 833 Est. Cost $242.79 Unrealized +12.6%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $226K Shares 3,052 Est. Cost $67.01 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $225K Shares 1,224 Est. Cost $189.21 Unrealized +6.6%
OSIS OSI SYSTEMS INC 0.1%
Value $224K Shares 877 Est. Cost $228.27 Unrealized +14.4%
HLNE HAMILTON LANE INC 0.1%
Value $223K Shares 1,661 Est. Cost $125.75 Unrealized 0.0%
MSCI MSCI INC 0.1%
Value $221K Shares 385 Est. Cost $562.63 Unrealized -0.5%
XT ISHARES TR 0.1%
Value $221K Shares 3,162 Est. Cost $59.05 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value $215K Shares 2,804 Est. Cost $57.21 Unrealized +25.2%
PNR PENTAIR PLC 0.1%
Value $215K Shares 2,062 Est. Cost $106.48 Unrealized +0.2%
AYI ACUITY INC 0.1%
Value $215K Shares 596 Est. Cost $318.45 Unrealized +13.4%
DPZ DOMINOS PIZZA INC 0.1%
Value $210K Shares 504 Est. Cost $450.82 Unrealized -7.8%
ITA ISHARES TR 0.1%
Value $210K Shares 976 Est. Cost $209.26 Unrealized
ENSG ENSIGN GROUP INC 0.1%
Value $209K Shares 1,201 Est. Cost $159.32 Unrealized +12.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $207K Shares 457 Est. Cost $431.03 Unrealized 0.0%
ABNB AIRBNB INC 0.1%
Value $207K Shares 1,526 Est. Cost $124.53 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value $207K Shares 1,008 Est. Cost $199.00 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value $206K Shares 374 Est. Cost $492.21 Unrealized +13.3%
ROST ROSS STORES INC 0.1%
Value $204K Shares 1,131 Est. Cost $166.60 Unrealized 0.0%
UFPT UFP TECHNOLOGIES INC 0.1%
Value $203K Shares 916 Est. Cost $214.25 Unrealized 0.0%
IRM IRON MTN INC DEL 0.1%
Value $203K Shares 2,449 Est. Cost $94.46 Unrealized -1.8%
VRSK VERISK ANALYTICS INC 0.1%
Value $203K Shares 906 Est. Cost $245.43 Unrealized -8.2%
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value $202K Shares 1,394 Est. Cost $144.68 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value $201K Shares 925 Est. Cost $252.55 Unrealized -13.4%
TSLA TESLA INC 0.1%
Value $200K Shares 445 Est. Cost $443.29 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value $200K Shares 3,640 Est. Cost $52.67 Unrealized 0.0%