OK, so a pretty conservative portfolio. I don't have any CTAS or RSG, but it's funny how well some of the boring stocks can do. My biggest holding is KO. (well I think it still is? )
I may suggest looking into some of the new RILA's to replace your treasuries. You can stay in the market and get a higher income rate for life. I guess I have about 10% of my portfolio in various annuities. I'm a HUGE fan of income for life. I think taking away pensions and replacing it with 401k's was terrible for your average investor.
Sadly, I did not put $100k into $SMCI. I didn't understand the company enough and only bought 400 shares around $37.
Just my opinion, of course.