MANAGING PARTNER, CCO

0001951757-23-000392.txt : 20230718 0001951757-23-000392.hdr.sgml : 20230718 20230718170402 ACCESSION NUMBER: 0001951757-23-000392 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 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: 231094902 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 06-30-2023 06-30-2023 Hutchens & Kramer Investment Management Group, LLC

99 E CARMEL DRIVE SUITE 160 CARMEL IN 46032

13F HOLDINGS REPORT 028-22538 N RAYMOND J. KRAMER MANAGING PARTNER, CCO (317) 993-3999 RAYMOND J. KRAMER CARMEL IN 07-18-2023 0 120 125119452 false INFORMATION TABLE 2 F_13F_Monon_Q22023.xml AMAZON COM INC COM 023135106 1754776 13461 SH SOLE 0 0 13461 ISHARES TR MORNINGSTAR GRWT 464287119 290199 4655 SH SOLE 0 0 4655 INVESCO QQQ TR UNIT SER 1 46090E103 1198398 3244 SH SOLE 0 0 3244 STERICYCLE INC COM 858912108 518595 11167 SH SOLE 0 0 11167 ELEVANCE HEALTH INC COM 036752103 301673 679 SH SOLE 0 0 679 JOHNSON & JOHNSON COM 478160104 318460 1924 SH SOLE 0 0 1924 VANGUARD INDEX FDS TOTAL STK MKT 922908769 213231 968 SH SOLE 0 0 968 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 392911 2640 SH SOLE 0 0 2640 COSTCO WHSL CORP NEW COM 22160K105 261114 485 SH SOLE 0 0 485 PROCTER AND GAMBLE CO COM 742718109 3459975 22802 SH SOLE 0 0 22802 COCA COLA CO COM 191216100 228535 3795 SH SOLE 0 0 3795 HUNT J B TRANS SVCS INC COM 445658107 221762 1225 SH SOLE 0 0 1225 CLOROX CO DEL COM 189054109 318080 2000 SH SOLE 0 0 2000 PROLOGIS INC. COM 74340W103 433988 3539 SH SOLE 0 0 3539 SPDR S&P 500 ETF TR TR UNIT 78462F103 541938 1223 SH SOLE 0 0 1223 MASTERCARD INCORPORATED CL A 57636Q104 2086105 5304 SH SOLE 0 0 5304 ISHARES TR FALN ANGLS USD 46435G474 544973 21481 SH SOLE 0 0 21481 VERIZON COMMUNICATIONS INC COM 92343V104 210245 5653 SH SOLE 0 0 5653 INVITATION HOMES INC COM 46187W107 221846 6449 SH SOLE 0 0 6449 ISHARES TR 1 3 YR TREAS BD 464287457 1852354 22846 SH SOLE 0 0 22846 ISHARES TR ESG AWR MSCI USA 46435G425 525114 5388 SH SOLE 0 0 5388 AUTOMATIC DATA PROCESSING IN COM 053015103 923185 4200 SH SOLE 0 0 4200 COOPER COS INC COM NEW 216648402 969311 2528 SH SOLE 0 0 2528 SPDR GOLD TR GOLD SHS 78463V107 1881462 10554 SH SOLE 0 0 10554 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 280577 1694 SH SOLE 0 0 1694 LABORATORY CORP AMER HLDGS COM NEW 50540R409 373338 1547 SH SOLE 0 0 1547 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4687010 89498 SH SOLE 0 0 89498 IQVIA HLDGS INC COM 46266C105 1120254 4984 SH SOLE 0 0 4984 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 318702 4252 SH SOLE 0 0 4252 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 324973 953 SH SOLE 0 0 953 ADOBE SYSTEMS INCORPORATED COM 00724F101 404395 827 SH SOLE 0 0 827 ALPHABET INC CAP STK CL A 02079K305 299729 2504 SH SOLE 0 0 2504 CONSTELLATION BRANDS INC CL A 21036P108 758819 3083 SH SOLE 0 0 3083 MICROSOFT CORP COM 594918104 7924117 23269 SH SOLE 0 0 23269 NISOURCE INC COM 65473P105 220496 8062 SH SOLE 0 0 8062 SIMON PPTY GROUP INC NEW COM 828806109 330273 2860 SH SOLE 0 0 2860 VANGUARD INDEX FDS SMALL CP ETF 922908751 724755 3644 SH SOLE 0 0 3644 VANGUARD INDEX FDS MID CAP ETF 922908629 793236 3603 SH SOLE 0 0 3603 NIKE INC CL B 654106103 928026 8408 SH SOLE 0 0 8408 AMPHENOL CORP NEW CL A 032095101 843682 9932 SH SOLE 0 0 9932 ETF SER SOLUTIONS DISTILLATE US 26922A321 1090389 24089 SH SOLE 0 0 24089 WELLTOWER INC COM 95040Q104 285703 3532 SH SOLE 0 0 3532 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3694887 9072 SH SOLE 0 0 9072 ILLUMINA INC COM 452327109 590594 3150 SH SOLE 0 0 3150 ISHARES TR EAFE GRWTH ETF 464288885 918130 9623 SH SOLE 0 0 9623 LILLY ELI & CO COM 532457108 20470725 43649 SH SOLE 0 0 43649 DIGITAL RLTY TR INC COM 253868103 328173 2882 SH SOLE 0 0 2882 FUELCELL ENERGY INC COM 35952H601 33400 15463 SH SOLE 0 0 15463 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 338077 6110 SH SOLE 0 0 6110 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1230126 8094 SH SOLE 0 0 8094 ISHARES TR EAFE VALUE ETF 464288877 269659 5510 SH SOLE 0 0 5510 APTIV PLC SHS G6095L109 713201 6986 SH SOLE 0 0 6986 VISA INC COM CL A 92826C839 637396 2684 SH SOLE 0 0 2684 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6055509 223039 SH SOLE 0 0 223039 META MATERIALS INC COM 59134N104 14120 65614 SH SOLE 0 0 65614 ISHARES TR MSCI USA MIN VOL 46429B697 222767 2997 SH SOLE 0 0 2997 VANGUARD INDEX FDS VALUE ETF 922908744 1062359 7476 SH SOLE 0 0 7476 SPDR SER TR BLOOMBERG SHT TE 78468R408 1117897 45259 SH SOLE 0 0 45259 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 5809484 139216 SH SOLE 0 0 139216 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1891219 40803 SH SOLE 0 0 40803 AMERICAN TOWER CORP NEW COM 03027X100 1065387 5493 SH SOLE 0 0 5493 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 587336 21150 SH SOLE 0 0 21150 META PLATFORMS INC CL A 30303M102 439940 1533 SH SOLE 0 0 1533 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 632289 23824 SH SOLE 0 0 23824 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 366572 17034 SH SOLE 0 0 17034 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1017900 39607 SH SOLE 0 0 39607 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 311288 12716 SH SOLE 0 0 12716 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 302318 12783 SH SOLE 0 0 12783 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3968096 163498 SH SOLE 0 0 163498 LPL FINL HLDGS INC COM 50212V100 220039 1012 SH SOLE 0 0 1012 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2760419 7893 SH SOLE 0 0 7893 ISHARES TR CORE MSCI TOTAL 46432F834 570092 9104 SH SOLE 0 0 9104 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 408000 16063 SH SOLE 0 0 16063 NVIDIA CORPORATION COM 67066G104 360418 852 SH SOLE 0 0 852 ISHARES INC CORE MSCI EMKT 46434G103 273855 5556 SH SOLE 0 0 5556 WEST PHARMACEUTICAL SVSC INC COM 955306105 292207 764 SH SOLE 0 0 764 ZOETIS INC CL A 98978V103 913945 5307 SH SOLE 0 0 5307 BLACKSTONE INC COM 09260D107 278910 3000 SH SOLE 0 0 3000 QUALCOMM INC COM 747525103 222486 1869 SH SOLE 0 0 1869 INTUITIVE SURGICAL INC COM NEW 46120E602 212345 621 SH SOLE 0 0 621 MCDONALDS CORP COM 580135101 316911 1062 SH SOLE 0 0 1062 AMETEK INC COM 031100100 305468 1887 SH SOLE 0 0 1887 SPDR SER TR SSGA US LRG ETF 78468R804 514353 3658 SH SOLE 0 0 3658 CDW CORP COM 12514G108 1148408 6258 SH SOLE 0 0 6258 ISHARES TR MSCI USA QLT FCT 46432F339 967962 7177 SH SOLE 0 0 7177 ISHARES TR U.S. TECH ETF 464287721 207615 1907 SH SOLE 0 0 1907 NETAPP INC COM 64110D104 250057 3273 SH SOLE 0 0 3273 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 294593 2255 SH SOLE 0 0 2255 ISHARES TR CORE S&P500 ETF 464287200 2496867 5602 SH SOLE 0 0 5602 ROSS STORES INC COM 778296103 231212 2062 SH SOLE 0 0 2062 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 942520 39190 SH SOLE 0 0 39190 ISHARES TR 0-5YR HI YL CP 46434V407 1063814 25665 SH SOLE 0 0 25665 AMC ENTMT HLDGS INC CL A COM 00165C104 100703 22887 SH SOLE 0 0 22887 ISHARES TR PFD AND INCM SEC 464288687 325343 10519 SH SOLE 0 0 10519 JPMORGAN CHASE & CO COM 46625H100 307896 2117 SH SOLE 0 0 2117 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 558166 16235 SH SOLE 0 0 16235 MONOLITHIC PWR SYS INC COM 609839105 238241 441 SH SOLE 0 0 441 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1899707 41137 SH SOLE 0 0 41137 TJX COS INC NEW COM 872540109 970661 11448 SH SOLE 0 0 11448 WALMART INC COM 931142103 359156 2285 SH SOLE 0 0 2285 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 482587 11863 SH SOLE 0 0 11863 ISHARES TR 0-5YR INVT GR CP 46434V100 235134 4877 SH SOLE 0 0 4877 KLA CORP COM NEW 482480100 231355 477 SH SOLE 0 0 477 ALPHABET INC CAP STK CL C 02079K107 512792 4239 SH SOLE 0 0 4239 EATON CORP PLC SHS G29183103 689371 3428 SH SOLE 0 0 3428 ISHARES TR CORE TOTAL USD 46434V613 344299 7572 SH SOLE 0 0 7572 LAM RESEARCH CORP COM 512807108 264215 411 SH SOLE 0 0 411 REALTY INCOME CORP COM 756109104 278024 4650 SH SOLE 0 0 4650 CADENCE DESIGN SYSTEM INC COM 127387108 249998 1066 SH SOLE 0 0 1066 UNITEDHEALTH GROUP INC COM 91324P102 382589 796 SH SOLE 0 0 796 ISHARES TR EXPONENTIAL TECH 46434V381 345888 6221 SH SOLE 0 0 6221 ON SEMICONDUCTOR CORP COM 682189105 207414 2193 SH SOLE 0 0 2193 BARINGS BDC INC COM 06759L103 182092 23226 SH SOLE 0 0 23226 PATTERSON COS INC COM 703395103 201755 6066 SH SOLE 0 0 6066 SCHWAB CHARLES CORP COM 808513105 970355 17120 SH SOLE 0 0 17120 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 279891 8601 SH SOLE 0 0 8601 APPLE INC COM 037833100 2220763 11449 SH SOLE 0 0 11449 ABBOTT LABS COM 002824100 1108817 10171 SH SOLE 0 0 10171 BOOKING HOLDINGS INC COM 09857L108 221427 82 SH SOLE 0 0 82 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 232764 2535 SH SOLE 0 0 2535