Chief Compliance Officer

0001951757-23-000531.txt : 20231010 0001951757-23-000531.hdr.sgml : 20231010 20231010114818 ACCESSION NUMBER: 0001951757-23-000531 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231316774 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 09-30-2023 09-30-2023 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 10-10-2023 0 114 125776821 false INFORMATION TABLE 2 F_13F_Monon_Q32023.xml AMAZON COM INC COM 023135106 1692172 13071 SH SOLE 0 0 13071 ISHARES TR MORNINGSTAR GRWT 464287119 293711 4896 SH SOLE 0 0 4896 INVESCO QQQ TR UNIT SER 1 46090E103 1263469 3497 SH SOLE 0 0 3497 STERICYCLE INC COM 858912108 464045 10653 SH SOLE 0 0 10653 ELEVANCE HEALTH INC COM 036752103 294487 669 SH SOLE 0 0 669 JOHNSON & JOHNSON COM 478160104 305490 1969 SH SOLE 0 0 1969 VANGUARD INDEX FDS TOTAL STK MKT 922908769 205342 968 SH SOLE 0 0 968 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 390112 2756 SH SOLE 0 0 2756 COSTCO WHSL CORP NEW COM 22160K105 262803 460 SH SOLE 0 0 460 TELEDYNE TECHNOLOGIES INC COM 879360105 250620 623 SH SOLE 0 0 623 PROCTER AND GAMBLE CO COM 742718109 3310622 22802 SH SOLE 0 0 22802 COCA COLA CO COM 191216100 207329 3737 SH SOLE 0 0 3737 HUNT J B TRANS SVCS INC COM 445658107 232588 1241 SH SOLE 0 0 1241 CLOROX CO DEL COM 189054109 260680 2000 SH SOLE 0 0 2000 PROLOGIS INC. COM 74340W103 332223 3034 SH SOLE 0 0 3034 SPDR S&P 500 ETF TR TR UNIT 78462F103 515012 1205 SH SOLE 0 0 1205 MASTERCARD INCORPORATED CL A 57636Q104 1993156 5035 SH SOLE 0 0 5035 ISHARES TR 1 3 YR TREAS BD 464287457 1769958 21938 SH SOLE 0 0 21938 ISHARES TR ESG AWR MSCI USA 46435G425 456386 4865 SH SOLE 0 0 4865 AUTOMATIC DATA PROCESSING IN COM 053015103 980311 4095 SH SOLE 0 0 4095 VERISK ANALYTICS INC COM 92345Y106 223829 947 SH SOLE 0 0 947 COOPER COS INC COM NEW 216648402 764155 2450 SH SOLE 0 0 2450 SPDR GOLD TR GOLD SHS 78463V107 1779289 10488 SH SOLE 0 0 10488 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 235574 1331 SH SOLE 0 0 1331 LABORATORY CORP AMER HLDGS COM NEW 50540R409 308719 1547 SH SOLE 0 0 1547 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4618052 91320 SH SOLE 0 0 91320 IQVIA HLDGS INC COM 46266C105 960094 4952 SH SOLE 0 0 4952 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 305866 4169 SH SOLE 0 0 4169 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 332068 954 SH SOLE 0 0 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SOLE 0 0 146852 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2015840 43501 SH SOLE 0 0 43501 AMERICAN TOWER CORP NEW COM 03027X100 972117 6011 SH SOLE 0 0 6011 META PLATFORMS INC CL A 30303M102 470048 1532 SH SOLE 0 0 1532 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 654999 25546 SH SOLE 0 0 25546 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 318755 16619 SH SOLE 0 0 16619 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 972262 39031 SH SOLE 0 0 39031 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 300941 13153 SH SOLE 0 0 13153 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 308243 13201 SH SOLE 0 0 13201 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3811877 166022 SH SOLE 0 0 166022 LPL FINL HLDGS INC COM 50212V100 217458 913 SH SOLE 0 0 913 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2583402 75516 SH SOLE 0 0 75516 ISHARES TR CORE MSCI TOTAL 46432F834 480496 8111 SH SOLE 0 0 8111 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 368618 15015 SH SOLE 0 0 15015 NVIDIA CORPORATION COM 67066G104 369458 825 SH SOLE 0 0 825 WEST PHARMACEUTICAL SVSC INC COM 955306105 217530 587 SH SOLE 0 0 587 ZOETIS INC CL A 98978V103 859017 4973 SH SOLE 0 0 4973 BLACKSTONE INC COM 09260D107 321480 3000 SH SOLE 0 0 3000 QUALCOMM INC COM 747525103 204868 1844 SH SOLE 0 0 1844 MCDONALDS CORP COM 580135101 273730 1062 SH SOLE 0 0 1062 AMETEK INC COM 031100100 275086 1866 SH SOLE 0 0 1866 SPDR SER TR SSGA US LRG ETF 78468R804 483531 3658 SH SOLE 0 0 3658 CDW CORP COM 12514G108 1196516 5953 SH SOLE 0 0 5953 ISHARES TR MSCI USA QLT FCT 46432F339 914465 6922 SH SOLE 0 0 6922 NETAPP INC COM 64110D104 247032 3259 SH SOLE 0 0 3259 ISHARES TR S&P 500 VAL ETF 464287408 296340 1938 SH SOLE 0 0 1938 ISHARES TR S&P 500 GRWT ETF 464287309 220898 3214 SH SOLE 0 0 3214 ISHARES TR CORE S&P500 ETF 464287200 2590276 6034 SH SOLE 0 0 6034 ROSS STORES INC COM 778296103 233175 2037 SH SOLE 0 0 2037 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1040008 44789 SH SOLE 0 0 44789 ISHARES TR PFD AND INCM SEC 464288687 312808 10562 SH SOLE 0 0 10562 JPMORGAN CHASE & CO COM 46625H100 304649 2119 SH SOLE 0 0 2119 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 528049 15786 SH SOLE 0 0 15786 MONOLITHIC PWR SYS INC COM 609839105 203947 444 SH SOLE 0 0 444 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1860189 43220 SH SOLE 0 0 43220 TJX COS INC NEW COM 872540109 961729 10845 SH SOLE 0 0 10845 WALMART INC COM 931142103 365828 2285 SH SOLE 0 0 2285 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 496072 12697 SH SOLE 0 0 12697 KLA CORP COM NEW 482480100 213732 464 SH SOLE 0 0 464 ALPHABET INC CAP STK CL C 02079K107 600560 4443 SH SOLE 0 0 4443 AMGEN INC COM 031162100 207988 781 SH SOLE 0 0 781 EATON CORP PLC SHS G29183103 736471 3503 SH SOLE 0 0 3503 ISHARES TR CORE TOTAL USD 46434V613 411515 9506 SH SOLE 0 0 9506 LAM RESEARCH CORP COM 512807108 259292 411 SH SOLE 0 0 411 BERKLEY W R CORP COM 084423102 214180 3404 SH SOLE 0 0 3404 REALTY INCOME CORP COM 756109104 205464 4194 SH SOLE 0 0 4194 CADENCE DESIGN SYSTEM INC COM 127387108 248551 1051 SH SOLE 0 0 1051 UNITEDHEALTH GROUP INC COM 91324P102 397763 773 SH SOLE 0 0 773 ISHARES TR EXPONENTIAL TECH 46434V381 320301 6187 SH SOLE 0 0 6187 BARINGS BDC INC COM 06759L103 161683 18457 SH SOLE 0 0 18457 SCHWAB CHARLES CORP COM 808513105 883687 16502 SH SOLE 0 0 16502 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 270814 8870 SH SOLE 0 0 8870 APPLE INC COM 037833100 1967897 11326 SH SOLE 0 0 11326 ABBOTT LABS COM 002824100 928285 9697 SH SOLE 0 0 9697 BOOKING HOLDINGS INC COM 09857L108 244407 79 SH SOLE 0 0 79 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2140153 23405 SH DFND 0 0 23405