I wouldn't move anything. IMO should always should max 401(k), IRA/backdoor Roth, and HSA if you can do it. I would also pretty generally just do a mix of ETFs regardless of market dynamics (broad market/S&P, foreign developed, emerging market, commodities, and remainder in bonds depending on risk appetite). Could do that ad hoc or through something like wealthfront/betterment.
I decreased my equity investment levels a few months ago and just paid a bunch more against the principal on investment/rental properties.