Hutchens & Kramer Investment Management Group, LLC
CIK 1920117 · Holdings on Sep 30, 2025 · First reported Nov 3, 2025
Top ten holdings
Q3 2025- DFAC8.45%
- AVUS7.95%
- PYLD6.13%
- DCOR5.66%
- BOND4.61%
- DFIC4.57%
- AVDE2.58%
- LLY2.54%
- VOO2.51%
- SGOV2.36%
Share classes counted separately47.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUSWeight increased · +1.56 pp6.39% → 7.95%Shares +47.82K (+34.73%)
- PYLDWeight increased · +1.36 pp4.77% → 6.13%Shares +185.69K (+47.13%)
- SGOVWeight increased · +0.99 pp1.37% → 2.36%Shares +29.66K (+99.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $21.45M | 8.45% | 556.14K shares | 9.30% → 8.45%-0.85 pp -6.70K (-1.19%) | Reduced | ↗▾ |
| 02 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $20.17M | 7.95% | 185.53K shares | 6.39% → 7.95%+1.56 pp +47.82K (+34.73%) | Added | ↗▾ |
| 03 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $15.56M | 6.13% | 579.65K shares | 4.77% → 6.13%+1.36 pp +185.69K (+47.13%) | Added | ↗▾ |
| 04 | DCORDIMENSIONAL US CORE EQ 1 ETFUS CORE EQUITY 1 View history and evidence | $14.37M | 5.66% | 199.75K shares | 6.26% → 5.66%-0.60 pp -3.61K (-1.77%) | Reduced | ↗▾ |
| 05 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $11.70M | 4.61% | 125.28K shares | 4.32% → 4.61%+0.29 pp +22.51K (+21.90%) | Added | ↗▾ |
| 06 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $11.59M | 4.57% | 353.37K shares | 5.13% → 4.57%-0.56 pp -7.01K (-1.95%) | Reduced | ↗▾ |
| 07 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $6.56M | 2.58% | 83.11K shares | 1.72% → 2.58%+0.86 pp +32.32K (+63.63%) | Added | ↗▾ |
| 08 | LLYELI LILLY & CO View history and evidence | $6.44M | 2.54% | 8.44K shares | 3.05% → 2.54%-0.51 pp -142 (-1.66%) | Reduced | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $6.38M | 2.51% | 10.41K shares | 2.86% → 2.51%-0.35 pp -574 (-5.22%) | Reduced | ↗▾ |
| 10 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $5.98M | 2.36% | 59.38K shares | 1.37% → 2.36%+0.99 pp +29.66K (+99.81%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFGX DIMSNL INTR CF IN ETF-USD IN | Non-derivative | -6,971 | -$372.60K | SEC filing ↗ | SEC filing ↗ |
| LPLA LPL FINANCIAL HOLDINGS INC | Non-derivative | -835 | -$311.50K | SEC filing ↗ | SEC filing ↗ |
| CRM SALESFORCE INC | Non-derivative | -1,023 | -$278.16K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1920117 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253798311
}Research all 173 reported holdings.
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