0001555829-23-000004.txt : 20230815 0001555829-23-000004.hdr.sgml : 20230815 20230814202333 ACCESSION NUMBER: 0001555829-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230815 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230815 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: 231172930 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 06-30-2023 06-30-2023 Kiwi Wealth Investments Limited Partnership

LEVEL 13, 20 BALLANCE STREET WELLINGTON Q2 6011

13F HOLDINGS REPORT 028-15009 N Christian Sobell 0064800427834 Christian Sobell Wellington Q2 08-14-2023 0 186 1618084276 false INFORMATION TABLE 2 form13InfoTable_20230630.xml KWIM_13F_20230630 MICROSOFT CORP COM 594918104 126150 370441 SH SOLE 370441 0 0 APPLE INC COM 037833100 105620 544519 SH SOLE 544519 0 0 ISHARES TR TRS FLT RT BD 46434V860 76699 1513697 SH SOLE 1513697 0 0 ALPHABET INC CAP STK CL C 02079K107 56270 465156 SH SOLE 465156 0 0 AMAZON COM INC COM 023135106 46755 358664 SH SOLE 358664 0 0 HOME DEPOT INC COM 437076102 34422 110811 SH SOLE 110811 0 0 UNITEDHEALTH GROUP INC COM 91324P102 31051 64603 SH SOLE 64603 0 0 BROADCOM INC SHS 11135F101 31009 35748 SH SOLE 35748 0 0 ISHARES TR TIPS BD ETF 464287176 30112 279800 SH SOLE 279800 0 0 META PLATFORMS INC CL A 30303M102 29607 103169 SH SOLE 103169 0 0 PROCTER AND GAMBLE CO COM 742718109 26558 175021 SH SOLE 175021 0 0 COSTCO WHSL CORP NEW COM 22160K105 25430 47235 SH SOLE 47235 0 0 MERCK & CO INC COM 58933Y105 25330 219516 SH SOLE 219516 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 25137 48179 SH SOLE 48179 0 0 LILLY ELI & CO COM 532457108 24588 52429 SH SOLE 52429 0 0 MASTERCARD INCORPORATED CL A 57636Q104 23732 60341 SH SOLE 60341 0 0 DANAHER CORPORATION COM 235851102 23648 98532 SH SOLE 98532 0 0 JPMORGAN CHASE & CO COM 46625H100 23275 160033 SH SOLE 160033 0 0 VISA INC COM CL A 92826C839 20856 87821 SH SOLE 87821 0 0 PEPSICO INC COM 713448108 20625 111352 SH SOLE 111352 0 0 ISHARES GOLD TR ISHARES NEW 464285204 19638 539660 SH SOLE 539660 0 0 PROLOGIS INC. 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