MANAGING PARTNER, CCO

0001951757-23-000093.txt : 20230131 0001951757-23-000093.hdr.sgml : 20230131 20230131115624 ACCESSION NUMBER: 0001951757-23-000093 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23571053 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 X0202 13F-HR LIVE false false false 0001920117 XXXXXXXX 12-31-2022 12-31-2022 Hutchens & Kramer Investment Management Group, LLC

99 E CARMEL DRIVE SUITE 160 CARMEL IN 46032

13F HOLDINGS REPORT 028-22538 N RAYMOND KRAMER MANAGING PARTNER, CCO (317) 993-3999 RAYMOND KRAMER CARMEL IN 01-31-2023 0 108 136336842 false INFORMATION TABLE 2 Mononq4202213f.xml LILLY ELI & CO COM Stock 532457108 16052797 43879 SH SOLE 0 0 43879 MICROSOFT CORP COM Stock 594918104 7804282 32542 SH SOLE 0 0 32542 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 7661669 152836 SH SOLE 0 0 152836 VANGUARD S&P 500 ETF ETF 922908363 5806973 16528 SH SOLE 0 0 16528 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 4445604 98463 SH SOLE 0 0 98463 ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF ETF 46434V407 4381650 107157 SH SOLE 0 0 107157 SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF ETF 78468R408 4304054 177560 SH SOLE 0 0 177560 MASTERCARD INCORPORATED CL A Stock 57636Q104 3897405 11208 SH SOLE 0 0 11208 PROCTER AND GAMBLE CO COM Stock 742718109 3470269 22897 SH SOLE 0 0 22897 SCHWAB CHARLES CORP COM Stock 808513105 3232486 38824 SH SOLE 0 0 38824 INVESCO S&P 500 TOP 50 ETF ETF 46137V233 2853909 10341 SH SOLE 0 0 10341 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2678190 63812 SH SOLE 0 0 63812 CDW CORP COM Stock 12514G108 2621814 14681 SH SOLE 0 0 14681 ABBOTT LABS COM Stock 002824100 2457432 22383 SH SOLE 0 0 22383 IQVIA HLDGS INC COM Stock 46266C105 2343532 11438 SH SOLE 0 0 11438 AMAZON COM INC COM Stock 023135106 2281188 27157 SH SOLE 0 0 27157 SPDR GOLD SHARES ETF 78463V107 2257399 13307 SH SOLE 0 0 13307 NIKE INC CL B Stock 654106103 2174690 18586 SH SOLE 0 0 18586 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 2119258 8872 SH SOLE 0 0 8872 TJX COS INC NEW COM Stock 872540109 2052175 25781 SH SOLE 0 0 25781 AMERICAN TOWER CORP NEW COM REIT 03027X100 2050689 9679 SH SOLE 0 0 9679 ZOETIS INC CL A Stock 98978V103 2044694 13952 SH SOLE 0 0 13952 AMPHENOL CORP NEW CL A Stock 032095101 1723026 22630 SH SOLE 0 0 22630 DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF ETF 26922A321 1655215 40569 SH SOLE 0 0 40569 COOPER COS INC COM NEW Stock 216648402 1653350 5000 SH SOLE 0 0 5000 DIMENSIONAL US CORE EQUITY 2 ETF ETF 25434V708 1650846 67992 SH SOLE 0 0 67992 APTIV PLC SHS Stock G6095L109 1556016 16708 SH SOLE 0 0 16708 APPLE INC COM Stock 037833100 1487054 11445 SH SOLE 0 0 11445 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 1401319 17264 SH SOLE 0 0 17264 VANGUARD VALUE ETF ETF 922908744 1399074 9967 SH SOLE 0 0 9967 CONSTELLATION BRANDS INC CL A Stock 21036P108 1292702 5578 SH SOLE 0 0 5578 STERICYCLE INC COM Stock 858912108 1279529 25647 SH SOLE 0 0 25647 INVESCO QQQ TRUST ETF 46090E103 1159916 4356 SH SOLE 0 0 4356 EATON CORP PLC SHS Stock G29183103 1119367 7132 SH SOLE 0 0 7132 DIMENSIONAL CORE FIXED INCOME ETF ETF 25434V872 1074828 25887 SH SOLE 0 0 25887 ISHARES CORE S&P 500 ETF ETF 464287200 1016620 2646 SH SOLE 0 0 2646 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 953178 24453 SH SOLE 0 0 24453 VANGUARD MID-CAP ETF ETF 922908629 872307 4280 SH SOLE 0 0 4280 ILLUMINA INC COM Stock 452327109 857126 4239 SH SOLE 0 0 4239 VANGUARD SMALL-CAP ETF ETF 922908751 836392 4557 SH SOLE 0 0 4557 VISA INC COM CL A Stock 92826C839 756870 3643 SH SOLE 0 0 3643 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 737834 8706 SH SOLE 0 0 8706 VANGUARD EXTENDED MARKET ETF ETF 922908652 729136 5488 SH SOLE 0 0 5488 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF ETF 78468R804 728740 5373 SH SOLE 0 0 5373 LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409 728575 3094 SH SOLE 0 0 3094 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 720085 8597 SH SOLE 0 0 8597 LHA MARKET STATE TACTICAL BETA ETF ETF 26922B105 676943 27518 SH SOLE 0 0 27518 SPDR S&P 500 ETF TRUST ETF 78462F103 669596 1751 SH SOLE 0 0 1751 PROSHARES ULTRA S&P 500 ETF 74347R107 630834 14192 SH SOLE 0 0 14192 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 623158 18906 SH SOLE 0 0 18906 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 616596 10653 SH SOLE 0 0 10653 SIMON PPTY GROUP INC NEW COM REIT 828806109 588044 5005 SH SOLE 0 0 5005 UNITEDHEALTH GROUP INC COM Stock 91324P102 574185 1083 SH SOLE 0 0 1083 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 537027 5394 SH SOLE 0 0 5394 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 503935 11216 SH SOLE 0 0 11216 ALPHABET INC CAP STK CL C Stock 02079K107 493516 5562 SH SOLE 0 0 5562 ISHARES SHORT TREASURY BOND ETF ETF 464288679 486506 4426 SH SOLE 0 0 4426 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 452877 3974 SH SOLE 0 0 3974 PROLOGIS INC. COM REIT 74340W103 425781 3777 SH SOLE 0 0 3777 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ETF 25434V799 422057 18884 SH SOLE 0 0 18884 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 418911 8753 SH SOLE 0 0 8753 DIMENSIONAL US HIGH PROFITABILITY ETF ETF 25434V831 366104 15248 SH SOLE 0 0 15248 DIMENSIONAL US SMALL CAP VALUE ETF ETF 25434V815 365011 14736 SH SOLE 0 0 14736 PROSHARES ULTRA GOLD ETF 74347W601 342177 6191 SH SOLE 0 0 6191 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 337038 11352 SH SOLE 0 0 11352 JOHNSON & JOHNSON COM Stock 478160104 333515 1888 SH SOLE 0 0 1888 ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687 318699 10439 SH SOLE 0 0 10439 VANGUARD UTILITIES ETF ETF 92204A876 315922 2060 SH SOLE 0 0 2060 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 311118 6572 SH SOLE 0 0 6572 ALPHABET INC CAP STK CL A Stock 02079K305 309687 3510 SH SOLE 0 0 3510 WELLTOWER INC COM REIT 95040Q104 304545 4646 SH SOLE 0 0 4646 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 300185 892 SH SOLE 0 0 892 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 286047 1078 SH SOLE 0 0 1078 MCDONALDS CORP COM Stock 580135101 281714 1069 SH SOLE 0 0 1069 CLOROX CO DEL COM Stock 189054109 280660 2000 SH SOLE 0 0 2000 PUBLIC STORAGE COM REIT 74460D109 279349 997 SH SOLE 0 0 997 DIGITAL RLTY TR INC COM REIT 253868103 273436 2727 SH SOLE 0 0 2727 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 269798 3742 SH SOLE 0 0 3742 HOME DEPOT INC COM Stock 437076102 266947 845 SH SOLE 0 0 845 ISHARES MSCI EAFE VALUE ETF ETF 464288877 265278 5782 SH SOLE 0 0 5782 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 261163 4701 SH SOLE 0 0 4701 WALMART INC COM Stock 931142103 248416 1752 SH SOLE 0 0 1752 COCA COLA CO COM Stock 191216100 245217 3855 SH SOLE 0 0 3855 REALTY INCOME CORP COM REIT 756109104 241252 3803 SH SOLE 0 0 3803 AMETEK INC COM Stock 031100100 239480 1714 SH SOLE 0 0 1714 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 229822 744 SH SOLE 0 0 744 ISHARES MBS ETF ETF 464288588 229093 2470 SH SOLE 0 0 2470 BERKLEY W R CORP COM Stock 084423102 224314 3091 SH SOLE 0 0 3091 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 224131 1671 SH SOLE 0 0 1671 BLACKSTONE INC COM Stock 09260D107 222570 3000 SH SOLE 0 0 3000 META PLATFORMS INC CL A Stock 30303M102 221065 1837 SH SOLE 0 0 1837 NISOURCE INC COM Stock 65473P105 221060 8062 SH SOLE 0 0 8062 LPL FINL HLDGS INC COM Stock 50212V100 219845 1017 SH SOLE 0 0 1017 BARINGS BDC INC COM CEF 06759L103 216317 26542 SH SOLE 0 0 26542 CHEVRON CORP NEW COM Stock 166764100 214676 1196 SH SOLE 0 0 1196 ELEVANCE HEALTH INC COM Stock 036752103 213908 417 SH SOLE 0 0 417 LAMB WESTON HLDGS INC COM Stock 513272104 213213 2386 SH SOLE 0 0 2386 JPMORGAN CHASE & CO COM Stock 46625H100 211610 1578 SH SOLE 0 0 1578 NVIDIA CORPORATION COM Stock 67066G104 211028 1444 SH SOLE 0 0 1444 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 210069 4688 SH SOLE 0 0 4688 VERIZON COMMUNICATIONS INC COM Stock 92343V104 208936 5303 SH SOLE 0 0 5303 COSTCO WHSL CORP NEW COM Stock 22160K105 208621 457 SH SOLE 0 0 457 INVITATION HOMES INC COM REIT 46187W107 208132 7022 SH SOLE 0 0 7022 ISHARES SEMICONDUCTOR ETF ETF 464287523 203916 586 SH SOLE 0 0 586 DEXCOM INC COM Stock 252131107 201907 1783 SH SOLE 0 0 1783 PIMCO ACTIVE BOND ETF ETF 72201R775 200323 2214 SH SOLE 0 0 2214 IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN ETF 06747R477 176585 12506 SH SOLE 0 0 12506 AMC ENTMT HLDGS INC CL A COM Stock 00165C104 101713 24991 SH SOLE 0 0 24991