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Source: Charles Schwab
Published: December 2019
n = 142,000 retirement plan participants

Equity Holdings by Generation

Circulated: December 31, 2019

To understand how investment decision varied by generation, Charles Schwab looked at the top ten equities within retirement accounts.

                               
MILLENIALS (Age 27-38) GEN X (Age 39-54) BABY BOOMERS (Age 55-72)
AMAZON 7.9% APPLE 10.5% APPLE 9.2%
APPLE 6.2% AMAZON 7.2% AMAZON 5.3%
TESLA 3.2% BERKSHIRE HATHAWAY 2.4% BERKSHIRE HATHAWAY 2.8%
FACEBOOK 3.0% FACEBOOK 2.3% MICROSOFT 2.7%
GRAYSCALE BITCOIN TRUST 1.8% MICROSOFT 2.2% FACEBOOK 1.4%
BERKSHIRE HATHAWAY 1.7% TESLA 1.5% VISA 1.3%
DISNEY 1.7% ALPHABET (GOOGLE) 1.3% ALPHABET (GOOGLE) 1.2%
NETFLIX 1.6% NETFLIX 1.3% AT&T 1.2%
MICROSOFT 1.5% ALIBABA 1.2% BOEING 1.1.%
ALIBABA 1.4% VISA 1.2% ALIBABA 1.0%

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