0001920117-22-000001.txt : 20220516 0001920117-22-000001.hdr.sgml : 20220516 20220516164340 ACCESSION NUMBER: 0001920117-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hutchens & Kramer Investment Management Group, LLC CENTRAL INDEX KEY: 0001920117 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: 22930188 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 13F-HR LIVE false false false 0001920117 XXXXXXXX 12-31-2021 12-31-2021 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 05-16-2022 0 120 158233 false
INFORMATION TABLE 2 Mononq4202113f.xml META MATERIALS INC COM Stock 59134N104 117 60253 SH SOLE 0 0 60253 PROSPECT CAP CORP 4.95 07/15/2022 Convertible 74348TAR3 69 68000 SH SOLE 0 0 68000 UDR INC COM REIT 902653104 200 3560 SH SOLE 0 0 3560 PROLOGIS INC. COM REIT 74340W103 203 1278 SH SOLE 0 0 1278 ON SEMICONDUCTOR CORP COM Stock 682189105 204 3280 SH SOLE 0 0 3280 GLOBUS MED INC CL A Stock 379577208 207 2997 SH SOLE 0 0 2997 WEST PHARMACEUTICAL SVSC INC COM Stock 955306105 212 512 SH SOLE 0 0 512 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 213 8586 SH SOLE 0 0 8586 ARES MANAGEMENT CORPORATION CL A COM STK Stock 03990B101 213 2652 SH SOLE 0 0 2652 ISHARES S&P SMALL-CAP FUND ETF 464287804 214 1956 SH SOLE 0 0 1956 AZENTA INC COM Stock 114340102 218 2508 SH SOLE 0 0 2508 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 218 1932 SH SOLE 0 0 1932 HEALTHPEAK PROPERTIES INC COM REIT 42250P103 219 6548 SH SOLE 0 0 6548 CHEWY INC CL A Stock 16679L109 220 4850 SH SOLE 0 0 4850 TESLA INC COM Stock 88160R101 222 223 SH SOLE 0 0 223 WALMART INC COM Stock 931142103 222 1542 SH SOLE 0 0 1542 ASPEN TECHNOLOGY INC COM Stock 045327103 226 1537 SH SOLE 0 0 1537 S&P GLOBAL INC COM Stock 78409V104 229 552 SH SOLE 0 0 552 SERVICENOW INC COM Stock 81762P102 232 394 SH SOLE 0 0 394 OLD DOMINION FREIGHT LINE INC COM Stock 679580100 234 726 SH SOLE 0 0 726 WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 234 4932 SH SOLE 0 0 4932 GLOBAL X THEMATIC GROWTH ETF ETF 37954Y418 238 6410 SH SOLE 0 0 6410 MCDONALDS CORP COM Stock 580135101 238 1000 SH SOLE 0 0 1000 NISOURCE INC COM Stock 65473P105 244 8062 SH SOLE 0 0 8062 WORKDAY INC CL A Stock 98138H101 247 1012 SH SOLE 0 0 1012 VERIZON COMMUNICATIONS INC COM Stock 92343V104 249 4887 SH SOLE 0 0 4887 ALPHABET INC CAP STK CL A Stock 02079K305 252 90 SH SOLE 0 0 90 COSTCO WHSL CORP NEW COM Stock 22160K105 253 453 SH SOLE 0 0 453 DUKE REALTY CORP COM NEW REIT 264411505 259 4625 SH SOLE 0 0 4625 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 263 3430 SH SOLE 0 0 3430 DISNEY WALT CO COM Stock 254687106 268 1911 SH SOLE 0 0 1911 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 269 1759 SH SOLE 0 0 1759 CLOROX CO DEL COM Stock 189054109 272 2000 SH SOLE 0 0 2000 WELLTOWER INC COM REIT 95040Q104 280 3021 SH SOLE 0 0 3021 AMETEK INC COM Stock 031100100 283 2105 SH SOLE 0 0 2105 QUALCOMM INC COM Stock 747525103 286 1815 SH SOLE 0 0 1815 INVITATION HOMES INC COM REIT 46187W107 295 7302 SH SOLE 0 0 7302 BERKLEY W R CORP COM Stock 084423102 298 3018 SH SOLE 0 0 3018 JOHNSON & JOHNSON COM Stock 478160104 305 1741 SH SOLE 0 0 1741 SALESFORCE COM INC COM Stock 79466L302 305 1398 SH SOLE 0 0 1398 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 306 6336 SH SOLE 0 0 6336 ISHARES MSCI EAFE VALUE ETF ETF 464288877 318 6306 SH SOLE 0 0 6306 LPL FINL HLDGS INC COM Stock 50212V100 326 1747 SH SOLE 0 0 1747 ISHARES SHORT TREASURY BOND ETF ETF 464288679 333 3020 SH SOLE 0 0 3020 PROSHARES ULTRA OIL & GAS ETF 74347G705 335 2416 SH SOLE 0 0 2416 DEXCOM INC COM Stock 252131107 339 730 SH SOLE 0 0 730 ISHARES U.S. HEALTHCARE PROVIDERS ETF ETF 464288828 340 1194 SH SOLE 0 0 1194 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 366 7396 SH SOLE 0 0 7396 PROSHARES ULTRA QQQ ETF 74347R206 367 5238 SH SOLE 0 0 5238 BARINGS BDC INC COM CEF 06759L103 370 35605 SH SOLE 0 0 35605 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 372 1297 SH SOLE 0 0 1297 AMER STATES WTR CO COM Stock 029899101 383 4452 SH SOLE 0 0 4452 CALIFORNIA WTR SVC GROUP COM Stock 130788102 387 6706 SH SOLE 0 0 6706 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 389 11245 SH SOLE 0 0 11245 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 393 10967 SH SOLE 0 0 10967 SJW GROUP COM Stock 784305104 411 6116 SH SOLE 0 0 6116 PUBLIC STORAGE COM REIT 74460D109 434 1173 SH SOLE 0 0 1173 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 448 3347 SH SOLE 0 0 3347 UNITEDHEALTH GROUP INC COM Stock 91324P102 450 890 SH SOLE 0 0 890 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 460 6221 SH SOLE 0 0 6221 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 468 1003 SH SOLE 0 0 1003 NVIDIA CORPORATION COM Stock 67066G104 502 1891 SH SOLE 0 0 1891 SIMON PPTY GROUP INC NEW COM REIT 828806109 554 4169 SH SOLE 0 0 4169 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 602 10195 SH SOLE 0 0 10195 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 603 16317 SH SOLE 0 0 16317 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 670 13575 SH SOLE 0 0 13575 ALPHABET INC CAP STK CL C Stock 02079K107 710 253 SH SOLE 0 0 253 AMC ENTMT HLDGS INC CL A COM Stock 00165C104 714 39128 SH SOLE 0 0 39128 SPDR S&P 500 ETF ETF 78462F103 739 1645 SH SOLE 0 0 1645 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF ETF 78468R804 783 5536 SH SOLE 0 0 5536 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 786 11733 SH SOLE 0 0 11733 VISA INC COM CL A Stock 92826C839 809 3704 SH SOLE 0 0 3704 APPLE INC COM Stock 037833100 811 4806 SH SOLE 0 0 4806 ESSENTIAL UTILS INC COM Stock 29670G102 820 16990 SH SOLE 0 0 16990 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 835 21468 SH SOLE 0 0 21468 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 848 7074 SH SOLE 0 0 7074 LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409 858 3094 SH SOLE 0 0 3094 INTERNATIONAL FLAVORS&FRAGRANC COM Stock 459506101 860 6743 SH SOLE 0 0 6743 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 868 8957 SH SOLE 0 0 8957 VANGUARD UTILITIES INDEX FUND ETF 92204A876 1047 6742 SH SOLE 0 0 6742 CONSTELLATION BRANDS INC CL A Stock 21036P108 1055 4632 SH SOLE 0 0 4632 INVESCO DB OIL FUND ETF 46140H403 1069 60304 SH SOLE 0 0 60304 ISHARES CORE S&P 500 ETF ETF 464287200 1113 2456 SH SOLE 0 0 2456 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 1132 5274 SH SOLE 0 0 5274 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 1140 11265 SH SOLE 0 0 11265 VANGUARD MID-CAP INDEX FUND ETF 922908629 1277 5374 SH SOLE 0 0 5374 STERICYCLE INC COM Stock 858912108 1305 23036 SH SOLE 0 0 23036 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1326 8468 SH SOLE 0 0 8468 INVESCO QQQ TRUST ETF 46090E103 1383 3873 SH SOLE 0 0 3873 ISHARES MSCI EAFE ETF ETF 464287465 1390 18789 SH SOLE 0 0 18789 COOPER COS INC COM NEW Stock 216648402 1434 3425 SH SOLE 0 0 3425 ABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETF ETF 003262102 1462 6276 SH SOLE 0 0 6276 TJX COS INC NEW COM Stock 872540109 1511 24714 SH SOLE 0 0 24714 IPATH PURE BETA BROAD COMMODITY ETN ETF 06740P114 1532 31440 SH SOLE 0 0 31440 ISHARES SEMICONDUCTOR FUND ETF 464287523 1552 3262 SH SOLE 0 0 3262 APTIV PLC SHS Stock G6095L109 1695 14328 SH SOLE 0 0 14328 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1706 31988 SH SOLE 0 0 31988 AMPHENOL CORP NEW CL A Stock 032095101 1711 22599 SH SOLE 0 0 22599 META PLATFORMS INC CL A Stock 30303M102 1838 8485 SH SOLE 0 0 8485 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 2023 9398 SH SOLE 0 0 9398 CDW CORP COM Stock 12514G108 2208 12392 SH SOLE 0 0 12392 IQVIA HLDGS INC COM Stock 46266C105 2215 9675 SH SOLE 0 0 9675 AMERICAN TOWER CORP NEW COM REIT 03027X100 2227 9291 SH SOLE 0 0 9291 SPDR GOLD SHARES ETF 78463V107 2238 12479 SH SOLE 0 0 12479 ZOETIS INC CL A Stock 98978V103 2415 12266 SH SOLE 0 0 12266 NIKE INC CL B Stock 654106103 2448 18391 SH SOLE 0 0 18391 ABBOTT LABS COM Stock 002824100 2694 22102 SH SOLE 0 0 22102 SCHWAB CHARLES CORP COM Stock 808513105 3077 33372 SH SOLE 0 0 33372 MASTERCARD INCORPORATED CL A Stock 57636Q104 3388 9694 SH SOLE 0 0 9694 PROCTER AND GAMBLE CO COM Stock 742718109 3464 22809 SH SOLE 0 0 22809 VANGUARD VALUE INDEX FUND ETF 922908744 3929 26426 SH SOLE 0 0 26426 AMAZON COM INC COM Stock 023135106 4383 1329 SH SOLE 0 0 1329 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4896 58626 SH SOLE 0 0 58626 INVESCO S&P 500 TOP 50 ETF ETF 46137V233 5171 14871 SH SOLE 0 0 14871 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 5196 40382 SH SOLE 0 0 40382 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 5919 110098 SH SOLE 0 0 110098 PROSHARES ULTRA S&P 500 ETF 74347R107 6717 103202 SH SOLE 0 0 103202 MICROSOFT CORP COM Stock 594918104 9124 30006 SH SOLE 0 0 30006 LILLY ELI & CO COM Stock 532457108 12363 43376 SH SOLE 0 0 43376 VANGUARD S&P 500 ETF ETF 922908363 13663 32950 SH SOLE 0 0 32950