Hutchens & Kramer Investment Management Group, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Hutchens & Kramer Investment Management Group, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AVUS | AMERICAN CENTY ETF TR | 10.53% | 33.319 M $ | 299681 | 2023/09/30 | -165.600 K $ | -0.54 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 6.71% | 21.226 M $ | 546216 | 2022/12/31 | -396.365 K $ | -1.84 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 6.40% | 20.244 M $ | 772672 | 2024/03/31 | -342.350 K $ | -1.80 % |
| 2026/03/31 | BOND | PIMCO ETF TR | 5.15% | 16.290 M $ | 176533 | 2023/12/31 | -132.939 K $ | -0.86 % |
| 2026/03/31 | DCOR | DIMENSIONAL ETF TRUST | 4.52% | 14.293 M $ | 198297 | 2023/12/31 | -309.562 K $ | -2.11 % |
| 2026/03/31 | SGOV | ISHARES TR | 3.87% | 12.261 M $ | 121809 | 2025/06/30 | 28.847 K $ | 0.28 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 3.85% | 12.174 M $ | 342652 | 2022/12/31 | 366.649 K $ | 3.11 % |
| 2026/03/31 | TFLO | ISHARES TR | 3.55% | 11.224 M $ | 221679 | 2025/06/30 | 32.329 K $ | 0.34 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 2.96% | 9.377 M $ | 110521 | 2023/09/30 | 259.570 K $ | 3.06 % |
| 2026/03/31 | GRID | FIRST TR EXCHANGE-TRADED FD | 2.45% | 7.756 M $ | 47417 | 2025/12/31 | 116.170 K $ | 6.90 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 2.28% | 7.202 M $ | 64241 | 2025/09/30 | -141.647 K $ | -6.04 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 2.19% | 6.947 M $ | 11626 | 2021/12/31 | -316.831 K $ | -4.72 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 1.61% | 5.082 M $ | 63064 | 2023/12/31 | 208.231 K $ | 4.62 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 1.44% | 4.570 M $ | 132269 | 2023/03/31 | 197.441 K $ | 4.44 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 1.32% | 4.183 M $ | 4548 | 2021/12/31 | -731.485 K $ | -14.41 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 1.30% | 4.101 M $ | 7105 | 2021/12/31 | -204.400 K $ | -6.04 % |
| 2026/03/31 | AIRR | FIRST TR EXCHANGE TRADED FD | 1.21% | 3.817 M $ | 34460 | 2025/12/31 | 62.748 K $ | 12.67 % |
| 2026/03/31 | XLG | INVESCO EXCHANGE TRADED FD T | 1.19% | 3.758 M $ | 68890 | 2021/12/31 | -326.625 K $ | -7.98 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 1.15% | 3.642 M $ | 142047 | 2021/12/31 | -197.731 K $ | -4.72 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 1.15% | 3.634 M $ | 56706 | 2021/12/31 | 86.178 K $ | 2.58 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 1.14% | 3.619 M $ | 9439 | 2025/12/31 | 35.277 K $ | 6.46 % |
| 2026/03/31 | SPHB | INVESCO EXCH TRADED FD TR II | 1.14% | 3.613 M $ | 31156 | 2025/12/31 | -5.214 K $ | -0.87 % |
| 2026/03/31 | AAPL | APPLE INC | 1.13% | 3.563 M $ | 14041 | 2021/12/31 | -256.015 K $ | -6.65 % |
| 2026/03/31 | RBB FD INC | 1.11% | 3.527 M $ | 132879 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | FITE | SPDR SERIES TRUST | 1.08% | 3.417 M $ | 39950 | 2025/12/31 | 1.183 K $ | 0.25 % |
| 2026/03/31 | ARKQ | ARK ETF TR | 1.05% | 3.322 M $ | 29545 | 2025/12/31 | -10.859 K $ | -1.93 % |
| 2026/03/31 | DFCF | DIMENSIONAL ETF TRUST | 0.93% | 2.937 M $ | 69561 | 2022/12/31 | -26.069 K $ | -0.80 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.87% | 2.751 M $ | 15772 | 2021/12/31 | -181.741 K $ | -6.49 % |
| 2026/03/31 | AVGE | AMERICAN CENTY ETF TR | 0.85% | 2.701 M $ | 30686 | 2025/06/30 | 60.048 K $ | 2.46 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.85% | 2.683 M $ | 6236 | 2021/12/31 | 221.345 K $ | 8.57 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.81% | 2.557 M $ | 6906 | 2021/12/31 | -860.858 K $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.80% | 2.538 M $ | 12185 | 2021/12/31 | -286.384 K $ | -9.77 % |
| 2026/03/31 | MINT | PIMCO ETF TR | 0.80% | 2.517 M $ | 25025 | 2025/03/31 | 624.000 $ | 0.23 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.74% | 2.345 M $ | 16232 | 2021/12/31 | 18.342 K $ | 0.79 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.70% | 2.214 M $ | 16658 | 2025/06/30 | -187.392 K $ | -7.69 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.60% | 1.897 M $ | 19370 | 2025/06/30 | -117.100 K $ | -8.24 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.57% | 1.816 M $ | 20477 | 2025/03/31 | 4.210 K $ | 0.24 % |
| 2026/03/31 | IVE | ISHARES TR | 0.57% | 1.799 M $ | 8520 | 2023/09/30 | -8.028 K $ | -0.43 % |
| 2026/03/31 | IVW | ISHARES TR | 0.54% | 1.717 M $ | 15178 | 2023/09/30 | -153.498 K $ | -8.23 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.54% | 1.715 M $ | 2637 | 2021/12/31 | -78.539 K $ | -4.63 % |
| 2026/03/31 | IVV | ISHARES TR | 0.52% | 1.631 M $ | 2497 | 2021/12/31 | -127.586 K $ | -4.63 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.45% | 1.410 M $ | 2821 | 2021/12/31 | -210.526 K $ | -12.47 % |
| 2026/03/31 | SHY | ISHARES TR | 0.44% | 1.392 M $ | 16857 | 2021/12/31 | -4.327 K $ | -0.30 % |
| 2026/03/31 | EFV | ISHARES TR | 0.42% | 1.339 M $ | 18015 | 2021/12/31 | 54.980 K $ | 4.12 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.41% | 1.312 M $ | 4574 | 2021/12/31 | -136.397 K $ | -8.59 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 0.41% | 1.292 M $ | 16882 | 2024/06/30 | -60.719 K $ | -4.59 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.40% | 1.264 M $ | 3939 | 2025/03/31 | -49.915 K $ | -4.31 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.37% | 1.185 M $ | 2070 | 2021/12/31 | -202.747 K $ | -13.32 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.37% | 1.169 M $ | 16760 | 2023/06/30 | 45.615 K $ | 3.76 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.36% | 1.143 M $ | 5957 | 2021/12/31 | -43.481 K $ | -3.43 % |
| 2026/03/31 | IUSB | ISHARES TR | 0.35% | 1.107 M $ | 23974 | 2021/12/31 | -8.227 K $ | -0.75 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.35% | 1.106 M $ | 20468 | 2022/09/30 | 5.515 K $ | 0.54 % |
| 2026/03/31 | APH | AMPHENOL CORP | 0.33% | 1.059 M $ | 8382 | 2021/12/31 | -86.221 K $ | -6.50 % |
| 2026/03/31 | EFG | ISHARES TR | 0.33% | 1.030 M $ | 9250 | 2021/12/31 | -15.350 K $ | -2.24 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.32% | 1.024 M $ | 2862 | 2022/06/30 | 115.600 K $ | 12.29 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 0.32% | 1.011 M $ | 17373 | 2024/03/31 | -51.966 K $ | -4.32 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.32% | 1.008 M $ | 6314 | 2021/12/31 | 43.086 K $ | 3.96 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.32% | 1.001 M $ | 3481 | 2021/12/31 | -117.176 K $ | -8.13 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 0.31% | 996.455 K $ | 10603 | 2021/12/31 | -63.433 K $ | -5.94 % |
| 2026/03/31 | AVSF | AMERICAN CENTY ETF TR | 0.31% | 988.650 K $ | 21125 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LDUR | PIMCO ETF TR | 0.31% | 986.084 K $ | 10291 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.29% | 913.395 K $ | 4655 | 2021/12/31 | 24.257 K $ | 2.73 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.25% | 803.147 K $ | 2595 | 2024/09/30 | -92.426 K $ | -10.57 % |
| 2026/03/31 | V | VISA INC | 0.24% | 774.943 K $ | 2564 | 2021/12/31 | -143.034 K $ | -13.82 % |
| 2026/03/31 | GSY | INVESCO ACTIVELY MANAGED EXC | 0.24% | 766.435 K $ | 15292 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IXUS | ISHARES TR | 0.23% | 723.877 K $ | 8355 | 2021/12/31 | 16.564 K $ | 2.36 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 0.22% | 699.028 K $ | 19016 | 2022/12/31 | -18.235 K $ | -3.34 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.21% | 672.043 K $ | 17492 | 2024/12/31 | -171.605 K $ | -22.62 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 0.20% | 647.241 K $ | 3145 | 2022/09/30 | -10.242 K $ | -1.59 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.20% | 631.491 K $ | 18022 | 2022/12/31 | 38.512 K $ | 6.54 % |
| 2026/03/31 | CTAS | CINTAS CORP | 0.19% | 589.791 K $ | 3487 | 2025/09/30 | -46.511 K $ | -10.07 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.18% | 583.034 K $ | 2226 | 2021/12/31 | 6.995 K $ | 1.54 % |
| 2026/03/31 | DSTL | ETF SER SOLUTIONS | 0.18% | 579.842 K $ | 10018 | 2022/12/31 | -12.999 K $ | -1.73 % |
| 2026/03/31 | CDNS | CADENCE DESIGN SYSTEM INC | 0.18% | 577.414 K $ | 2078 | 2023/03/31 | -67.476 K $ | -11.10 % |
| 2026/03/31 | AVNM | AMERICAN CENTY ETF TR | 0.18% | 576.378 K $ | 7567 | 2025/06/30 | 17.879 K $ | 3.60 % |
| 2026/03/31 | LST | MANAGED PORTFOLIO SERIES | 0.17% | 547.005 K $ | 13523 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LGLV | SPDR SERIES TRUST | 0.17% | 530.738 K $ | 2980 | 2021/12/31 | 7.564 K $ | 1.44 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.17% | 525.368 K $ | 17124 | 2023/12/31 | 51.756 K $ | 11.85 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.16% | 511.913 K $ | 1783 | 2021/12/31 | -5.253 K $ | -1.05 % |
| 2026/03/31 | MSI | MOTOROLA SOLUTIONS INC | 0.16% | 509.481 K $ | 1174 | 2024/12/31 | 58.095 K $ | 13.21 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.15% | 488.213 K $ | 2285 | 2024/12/31 | 161.508 K $ | 24.82 % |
| 2026/03/31 | BAI | BLACKROCK ETF TRUST | 0.15% | 473.557 K $ | 14372 | 2025/09/30 | -5.003 K $ | -1.05 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 0.15% | 471.917 K $ | 9856 | 2023/03/31 | -702.000 $ | -0.15 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.15% | 461.610 K $ | 1569 | 2022/12/31 | -45.793 K $ | -8.71 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.14% | 443.596 K $ | 1350 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.14% | 439.982 K $ | 4576 | 2023/12/31 | 11.457 K $ | 2.55 % |
| 2026/03/31 | THRO | BLACKROCK ETF TRUST | 0.13% | 425.549 K $ | 11749 | 2025/06/30 | -26.998 K $ | -6.07 % |
| 2026/03/31 | MUB | ISHARES TR | 0.13% | 417.488 K $ | 3933 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SUB | ISHARES TR | 0.13% | 414.711 K $ | 3894 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.13% | 412.755 K $ | 1547 | 2024/06/30 | 24.643 K $ | 6.35 % |
| 2026/03/31 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.13% | 409.264 K $ | 1398 | 2025/03/31 | -80.342 K $ | -16.49 % |
| 2026/03/31 | ZTS | ZOETIS INC | 0.13% | 405.420 K $ | 3430 | 2021/12/31 | -19.557 K $ | -6.05 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.13% | 401.890 K $ | 3495 | 2022/03/31 | -133.109 K $ | -25.40 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.13% | 400.543 K $ | 1669 | 2024/12/31 | -17.492 K $ | -4.12 % |
| 2026/03/31 | IQV | IQVIA HLDGS INC | 0.12% | 392.754 K $ | 2303 | 2021/12/31 | -167.957 K $ | -24.34 % |
| 2026/03/31 | TLH | ISHARES TR | 0.12% | 380.117 K $ | 3774 | 2025/03/31 | -3.377 K $ | -0.93 % |
| 2026/03/31 | NI | NISOURCE INC | 0.12% | 376.313 K $ | 8065 | 2021/12/31 | 39.503 K $ | 11.73 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.12% | 371.896 K $ | 1398 | 2024/06/30 | 4.917 K $ | 1.33 % |
| 2026/03/31 | ROP | ROPER TECHNOLOGIES INC | 0.12% | 365.891 K $ | 1034 | 2024/06/30 | -91.543 K $ | -20.50 % |
| 2026/03/31 | VRSK | VERISK ANALYTICS INC | 0.11% | 361.664 K $ | 1906 | 2023/09/30 | -30.749 K $ | -15.17 % |