Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | 04-29-2024 | 03-31-2024 | 149 | 168,998,693 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $32,482,018 | 42,709 | 0.02 | 0.02 | -1,205 | -2.74 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $10,610,508 | 333,454 | 0.01 | 0.01 | 13,612 | 4.26 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $9,515,495 | 22,412 | 0.01 | 0.01 | 55 | 0.25 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $6,152,861 | 147,515 | 0.00 | 0.00 | 11,383 | 8.36 | 03-31-2024 |
