Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP | 02-14-2024 | 12-31-2023 | 4 | 126,193,592 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 5.05 | 4.21 | 85,817 | 24.39 | 12-31-2023 |
| MICROSOFT CORP | COM | Liquidated | $0 | 0 | 4.77 | 5.53 | -64,756 | -15.97 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | Liquidated | $0 | 0 | 4.53 | 4.03 | 1,226 | 3.64 | 12-31-2023 |
| APPLE INC | COM | Liquidated | $0 | 0 | 4.29 | 5.07 | -111,627 | -15.56 | 12-31-2023 |
