My holdings are all defense and aerospace except 10% US Treasuries ETFs. I bought before the war, kindly critique:

I'm older but still working. US citizen. The following comprise $205,000 in a traditional IRA:
XAR, PPA, ITA, EUAD, WDEF, JEDI, DRNZ, AMPX, GBUG, COPP.

Single Stocks: RYCEY, EOPSF.
10% in SGOV and TFLO.