0001555829-23-000001.txt : 20230215 0001555829-23-000001.hdr.sgml : 20230215 20230214212503 ACCESSION NUMBER: 0001555829-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kiwi Wealth Investments Limited Partnership CENTRAL INDEX KEY: 0001555829 IRS NUMBER: 000000000 STATE OF INCORPORATION: Q2 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15009 FILM NUMBER: 23633363 BUSINESS ADDRESS: STREET 1: LEVEL 13, 20 BALLANCE STREET CITY: WELLINGTON STATE: Q2 ZIP: 6011 BUSINESS PHONE: 006444946079 MAIL ADDRESS: STREET 1: LEVEL 13, 20 BALLANCE STREET CITY: WELLINGTON STATE: Q2 ZIP: 6011 FORMER COMPANY: FORMER CONFORMED NAME: Gareth Morgan Investments Limited Partnership DATE OF NAME CHANGE: 20120808 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001555829 XXXXXXXX 12-31-2022 12-31-2022 Kiwi Wealth Investments Limited Partnership

LEVEL 13, 20 BALLANCE STREET WELLINGTON Q2 6011

13F HOLDINGS REPORT 028-15009 N Christian Sobell 0064800427384 Christian Sobell Wellington Q2 12-31-2022 0 206 1503852010 false INFORMATION TABLE 2 form13InfoTable_20221231.xml KWIM_13F_20221231 MICROSOFT CORP COM 594918104 96893515 404026 SH SOLE 404026 0 0 APPLE INC COM 037833100 78480319 604020 SH SOLE 604020 0 0 ALPHABET INC CAP STK CL C 02079K107 53844026 606830 SH SOLE 606830 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 45442509 922316 SH SOLE 922316 0 0 UNITEDHEALTH GROUP INC COM 91324P102 36786539 69385 SH SOLE 69385 0 0 HOME DEPOT INC COM 437076102 34708592 109886 SH SOLE 109886 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 33362549 662876 SH SOLE 662876 0 0 DANAHER CORPORATION COM 235851102 29995645 113012 SH SOLE 113012 0 0 AMAZON COM INC COM 023135106 29137248 346872 SH SOLE 346872 0 0 PROCTER AND GAMBLE CO COM 742718109 28202891 186084 SH SOLE 186084 0 0 COSTCO WHSL CORP NEW COM 22160K105 23858973 52265 SH SOLE 52265 0 0 VISA INC COM CL A 92826C839 22456363 108088 SH SOLE 108088 0 0 LILLY ELI & CO COM 532457108 21307985 58244 SH SOLE 58244 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 21301791 38682 SH SOLE 38682 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 21120033 422063 SH SOLE 422063 0 0 BANK AMERICA CORP COM 060505104 20628527 622842 SH SOLE 622842 0 0 BROADCOM INC COM 11135F101 19652301 35148 SH SOLE 35148 0 0 PFIZER INC COM 717081103 19582852 382179 SH SOLE 382179 0 0 NEXTERA ENERGY INC COM 65339F101 19549693 233848 SH SOLE 233848 0 0 MASTERCARD INCORPORATED CL A 57636Q104 19539296 56191 SH SOLE 56191 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 19428887 72811 SH SOLE 72811 0 0 ISHARES GOLD TR ISHARES NEW 464285204 18666839 539660 SH SOLE 539660 0 0 PEPSICO INC COM 713448108 18490912 102352 SH SOLE 102352 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 17949942 249478 SH SOLE 249478 0 0 PROLOGIS INC. 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